CHARLES ELLUL
Financial Adviser · Mordialloc, VIC
📚 Qualifications & Training
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2002 - Certified Financial Planner - Professional Designations - Financial Planning Association
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2015 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Mentor Education
2017 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2018 - MFAA Reverse Mortgage - Other - Mortgage & Finance Association of Australia
2024 - Commercial Law - Other - Kaplan Professional
2024 - Tax for Financial Advising - Other - Kaplan Professional
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.