JAN MICHELLE ELLIS

Financial Adviser · Geelong, VIC

Unknown

Registration Number

000249745

Registration Status

Unknown

Location

Geelong, VIC 3220

Providing Advice Since

2001

Registration Date

01/01/2004

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

ABN (Australian Business Number)

12748978998

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.