Joshua Ellison
Financial Adviser in Millers Point, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000466202
- Location
- Millers Point NSW 2000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 21 October 2020
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce (Finance and Financial Planning), University of Wollongong (2013); Advanced Diploma of Financial Planning, Monarch Institute (2016); Accredited Listed Product Adviser Program, Kaplan (2017); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Ellison
Joshua Ellison is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Millers Point, New South Wales (adviser number 000466202).
Joshua provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. That authorisation dates from 21 October 2020.
The register records 2016 as the year Joshua first provided financial advice. The qualifications listed for Joshua include Bachelor of Commerce (Finance and Financial Planning) (University of Wollongong, 2013), Advanced Diploma of Financial Planning (Monarch Institute, 2016) and Accredited Listed Product Adviser Program (Kaplan, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Joshua is authorised to advise 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 Joshua Ellison a registered financial adviser?
Yes. Joshua Ellison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000466202.
Which licensee does Joshua Ellison work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Joshua Ellison 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.