Financial Adviser
· LEEDERVILLE, WA
Brett Stanley Ellis
No disciplinary history on record with ASIC
LEEDERVILLE,
WA
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000404351
Practice
Leederville, WA (practice address on ASIC register)
Licensed through PFP Financial Services
About Brett Stanley Ellis
Brett Stanley Ellis is a financial adviser based in Leederville, Western Australia, with 16 years of experience in the financial services industry since 2010. Brett works at Ellis Financial Advisers, which is licensed through Pfp Financial Services. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brett holds a Diploma of Financial Services (Financial Planning) from AAMC Training Group. Brett is a member of Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
AAMC Training Group
Registration History
SENTRY FINANCIAL PLANNING PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register