Sandra Elliss Financial Planner Report

Name:
Sandra Lee Elliss

Rep Number:
000354972

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2015-04-17 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Regulatory Guide 146 Assessment

Memberships
Financial Planning Association of Australia (FPA)