CRAIG ELLIS
Financial Adviser · Perth, WA
📚 Qualifications & Training
2003 - Superannuation Module - Other - Royal Melbourne Institute of Technology Business TAFE School
2005 - Managed Investments - Other - Royal Melbourne Institute of Technology Business TAFE School
2010 - Margin Lending Accreditation Program - Other - Stockbrokers Association of Australia
2015 - Statement of Attainment: Generic Knowledge, Securities & Skills - Other - Financial Education Professionals
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.