Rob Ellis Financial Planner Report

Name:
Rob Ellis

Rep Number:
001000807

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2017-01-16 onwards

Licensee
Name:

Number:
000228894

ABN:
12 096 919 603

Controlled By:

Appointed By
Name:
Prescott Securities Ltd

Licence Number:
000228894

ABN:
12 096 919 603

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

Qualifications
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
Sunraysia Institute of TAFE
Certificate III in Business Administration
AAMC Training Group
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Self Managed Superannuation Funds