Ellie Marie Fordham
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001429
- Location
- Melbourne VIC 3000
- Licensee
- Verse Wealth Licensee Services Pty Ltd (AFSL 523541)
- Authorised since
- 4 April 2022
- First provided advice
- 2012
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2012); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2015); Certified Financial Planner (CFP), Financial Planning Association of Australia (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Ellie Marie Fordham
Ellie Marie Fordham is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001001429).
Advice is given under the Australian financial services licence of Verse Wealth Licensee Services Pty Ltd, licence number 523541. The current authorisation started on 4 April 2022.
According to the register, Ellie first provided financial advice in 2012. Qualifications and training on file include Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2012), SMSF Specialist Advisor (SSA) Accreditation (SMSF Association, 2015) and Certified Financial Planner (CFP) (Financial Planning Association of Australia, 2018). Ellie is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Ellie Marie Fordham a registered financial adviser?
Yes. Ellie Marie Fordham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001429.
Which licensee does Ellie Marie Fordham work under?
Verse Wealth Licensee Services Pty Ltd, Australian financial services licence 523541.
What can Ellie Marie Fordham give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending.