Daniel Ellis
Financial Adviser in Dalby, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000450495
- Location
- Dalby QLD 4405
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 19 December 2013
- First provided advice
- 2013
- Qualifications
- SuperConcepts & ICFS Specialist SMSF Course, Super Concepts (2016); Bachelor of Commerce (Finance), University of Southern Queensland (2017); Accredited Listed Product Adviser Program, Kaplan Education Pty Ltd (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021); Margin Lending Specialist, Kaplan Education Pty Ltd (2024)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Ellis
On the Financial Advisers Register kept by ASIC, Daniel Ellis appears as a current financial adviser in Dalby, Queensland, adviser number 000450495.
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. The current authorisation started on 19 December 2013.
The register records 2013 as the year Daniel first provided financial advice. Qualifications and training on file include SuperConcepts & ICFS Specialist SMSF Course (Super Concepts, 2016), Bachelor of Commerce (Finance) (University of Southern Queensland, 2017) and Accredited Listed Product Adviser Program (Kaplan Education Pty Ltd, 2018).
Daniel is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel Ellis a registered financial adviser?
Yes. Daniel Ellis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000450495.
Which licensee does Daniel Ellis work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Daniel Ellis give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.