Barney Ellis Financial Planner Report

Name:
Barney David Ellis

Rep Number:
000343471

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2016-06-13 onwards

Location:
Geelong, , VIC, 0

Licensee
Name:

Number:
000485478

Appointed By
Name:
Miplan Advisory Pty Ltd

Licence Number:
000485478

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

Qualifications
Kaplan Education Pty Limited
Accredited Listed Product Adviser Program
Pinnacle Financial Services Academy Pty Ltd
Advanced Diploma of Financial Services (Financial Planning)
Association of Independently Owned Financial Professionals (AIOFP)
Certified Financial Strategist
Kaplan Education Pty Limited
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
Self Managed Superannuation Funds

Memberships
Association of Independently Owned Financial Professionals (AIOFP)