Robert Ellis Financial Planner Report

Name:
Robert John Ellis

Rep Number:
000249970

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Location:
Brisbane, , QLD, 0

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA & Deakin University
Diploma of Financial Planning
Kaplan Professional
Graduate Diploma in Applied Finance

Memberships
AFP - Financial Planner (FPA)
Financial Planning Association of Australia (FPA)