James Ellis Financial Planner Report

Name:
James Ellis

Rep Number:
001000489

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2015-11-23 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

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
MDA Services
Retirement Savings Account Products
Superannuation

Qualifications
Charles Sturt University
Bachelor of Business (Accounting)
Kaplan Professional
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)