Robert Allan Ellis
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000807
- Location
- Adelaide SA 5000
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 23 November 2015
- First provided advice
- 2005
- Qualifications
- Certificate IV in Financial Services (Finance/Mortgage Broking), AAMC Training Group (2008); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Self Managed Superannuation Funds, Kaplan Professional (2010); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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
- Restriction
- Excluding LRBA's
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Allan Ellis
On the Financial Advisers Register kept by ASIC, Robert Allan Ellis appears as a current financial adviser in Adelaide, South Australia, adviser number 001000807.
Robert provides advice as an authorised representative of Findex Advice Services Pty Ltd, which holds Australian financial services licence 243253. The current authorisation started on 23 November 2015.
The register records 2005 as the year Robert first provided financial advice. The qualifications listed for Robert include Certificate IV in Financial Services (Finance/Mortgage Broking) (AAMC Training Group, 2008), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009) and Self Managed Superannuation Funds (Kaplan Professional, 2010). Robert is recorded as a member of Financial Advice Association of Australia (FAAA).
Robert 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.
The register adds a condition to this authorisation: “Excluding LRBA’s.”
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Questions people ask
Is Robert Allan Ellis a registered financial adviser?
Yes. Robert Allan Ellis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000807.
Which licensee does Robert Allan Ellis work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Robert Allan 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. It also records this restriction: "Excluding LRBA's."