JACK THOMAS ELLIS
Financial Adviser · Milton, QLD
📚 Qualifications & Training
2018 - Core 1 Securities & Managed Investments - - Stockbrokers and Financial Advisers Association of Australia
2020 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
2022 - FPC003 Superannuation and Retirement Advice - Other - Kaplan
2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.