Brett Ellis Financial Planner Report

Name:
Brett Stanley Ellis

Rep Number:
000404351

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2013-04-30 onwards

Location:
Perth, , WA, 0

Licensee
Name:

Number:
000247105

ABN:
74 099 029 526

Controlled By:

Appointed By
Name:
Ellis Financial Advisers Pty Ltd

Licence Number:
000438216

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
Client Engagement Strategies
AAMC Training Group
Diploma of Financial Services (Financial Planning)
Kaplan
Taxation and Estate Planning

Memberships
Financial Planning Association of Australia (FPA)