Theodore Ellis Financial Planner Report

Name:
Theodore Gordon Harry Ellis

Rep Number:
000237136

Status:
Current

First Advice:
1984

Disciplinary action:
No action

Most Recent Role:
2015-06-26 onwards

ABN:
69 280 060 669

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Deakin Financial Planning
Advanced Diploma of Financial Services (Financial Planning)
Deakin Financial Planning
Diploma in Financial Services (Distribution)
Life Underwriters Association of Australia
Life Underwriters Training Course 1
Life Underwriters Association of Australia
Life Underwriters Training Course 2
Deakin
Stock Selection and Portfolio Construction