Sandra Lee Elliss
Financial Adviser in Manly, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000354972
- Location
- Manly NSW 2095
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 31 August 2021
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Major In Accounting and Finance), Edith Cowan University (1999); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Regulatory Guide 146 Assessment, Kaplan Professional Education (2010); Accredited Aged Care Professional, Aged Care Steps (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sandra Lee Elliss
On the Financial Advisers Register kept by ASIC, Sandra Lee Elliss appears as a current financial adviser in Manly, New South Wales, adviser number 000354972.
The licensee Sandra advises under is Matrix Planning Solutions Limited (AFS licence 238256). That authorisation dates from 31 August 2021.
The register records 1999 as the year Sandra first provided financial advice. Qualifications and training on file include Bachelor of Business (Major In Accounting and Finance) (Edith Cowan University, 1999), Margin Lending and Geared Investments (Kaplan Professional Education, 2010) and Regulatory Guide 146 Assessment (Kaplan Professional Education, 2010). Sandra is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Sandra Lee Elliss a registered financial adviser?
Yes. Sandra Lee Elliss is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000354972.
Which licensee does Sandra Lee Elliss work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Sandra Lee Elliss 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.