Ellen Rachel Deasy
Financial Adviser in Stirling, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002861
- Location
- Stirling WA 6021
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 16 April 2024
- First provided advice
- 2014
- Qualifications
- 925 Life Insurance and Skills Program, Kaplan Professional (2013); Bachelor of Commerce (Economics and Finance (Corporate)), University of Western Australia (2013); Advanced Diploma of Financial Planning, Mentor Education (2017); Tax for Financial Advising Course (DFP5v3), Kaplan Professional (2017); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Accredited Aged Care Professional Program, Aged Care Steps (2024)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Ellen Rachel Deasy
Ellen Rachel Deasy is a financial adviser in Stirling, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001002861.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 16 April 2024.
The register records 2014 as the year Ellen first provided financial advice. The qualifications listed for Ellen include 925 Life Insurance and Skills Program (Kaplan Professional, 2013), Bachelor of Commerce (Economics and Finance (Corporate)) (University of Western Australia, 2013) and Advanced Diploma of Financial Planning (Mentor Education, 2017).
Ellen is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Ellen Rachel Deasy a registered financial adviser?
Yes. Ellen Rachel Deasy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002861.
Which licensee does Ellen Rachel Deasy work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Ellen Rachel Deasy give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF."