BARNABY DAVID ELLIS
Financial Adviser · Newtown, VIC
📚 Qualifications & Training
2010 - Advanced Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd
2010 - Self Managed Superannuation Funds - - Kaplan Education Pty Limited
2013 - Certified Financial Planner - - FPA
2016 - Certified Financial Strategist - - Association of Independently Owned Financial Professionals (AIOFP)
2017 - Aged Care & Retirement Income - - UNSW
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.