John Eric Ellis
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231745
- Location
- Sydney NSW 2000
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 July 2003
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce, University of New South Wales (1988); Charted Accountant (CA), Charted Accountants Australian and New Zealand (CA ANZ) (1991); Certified Financial Planner (CFP), Financial Planning Association of Australia (2000); Margin Lending & Geared Investments, Kaplan Professional (2010)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, 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 John Eric Ellis
On the Financial Advisers Register kept by ASIC, John Eric Ellis appears as a current financial adviser in Sydney, New South Wales, adviser number 000231745.
The licensee John advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 1 July 2003.
The register records 1998 as the year John first provided financial advice. The qualifications listed for John include Bachelor of Commerce (University of New South Wales, 1988), Charted Accountant (CA) (Charted Accountants Australian and New Zealand (CA ANZ), 1991) and Certified Financial Planner (CFP) (Financial Planning Association of Australia, 2000). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is John Eric Ellis a registered financial adviser?
Yes. John Eric Ellis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231745.
Which licensee does John Eric Ellis work under?
Count Financial Limited, Australian financial services licence 227232.
What can John Eric Ellis 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; retirement savings accounts; standard margin lending.