Elton James Flatley
Financial Adviser in Broadbeach Waters, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000408765
- Location
- Broadbeach Waters QLD 4218
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 27 May 2016
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2007)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide self managed superannuation advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Elton James Flatley
On the Financial Advisers Register kept by ASIC, Elton James Flatley appears as a current financial adviser in Broadbeach Waters, Queensland, adviser number 000408765.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 27 May 2016.
According to the register, Elton first provided financial advice in 2007. The qualifications listed for Elton include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide self managed superannuation advice.”
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Questions people ask
Is Elton James Flatley a registered financial adviser?
Yes. Elton James Flatley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000408765.
Which licensee does Elton James Flatley work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Elton James Flatley give advice on?
The register lists these advice areas: superannuation; securities; 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 self managed superannuation advice."