Paul Stafford Ellenberg
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250966
- Location
- South Perth WA 6151
- Licensee
- Ad Advisory Services Pty Ltd (AFSL 237058)
- Authorised since
- 6 August 2019
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, FPA in co-operation with Deakin University (2004); Self Managed Superannuation Funds, Kaplan (2011); SMSF Specialist Advisor, SMSF Professionals' Association of Australia (2013); Certified Financial Strategist, Certified Financial Strategist (2015); Accredited Listed Product Adviser Program, Kaplan Professional (2017)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); SMSF Association
- 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 Paul Stafford Ellenberg
On the Financial Advisers Register kept by ASIC, Paul Stafford Ellenberg appears as a current financial adviser in South Perth, Western Australia, adviser number 000250966.
Paul provides advice as an authorised representative of Ad Advisory Services Pty Ltd, which holds Australian financial services licence 237058. That authorisation dates from 6 August 2019.
The register records 2004 as the year Paul first provided financial advice. The qualifications listed for Paul include Diploma of Financial Planning (FPA in co-operation with Deakin University, 2004), Self Managed Superannuation Funds (Kaplan, 2011) and SMSF Specialist Advisor (SMSF Professionals’ Association of Australia, 2013). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP) 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 Paul Stafford Ellenberg a registered financial adviser?
Yes. Paul Stafford Ellenberg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250966.
Which licensee does Paul Stafford Ellenberg work under?
Ad Advisory Services Pty Ltd, Australian financial services licence 237058.
What can Paul Stafford Ellenberg 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.