JOHN ERIC ELLIS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1988 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales
1991 - Charted Accountant (CA) - Professional Designations - Charted Accountants Australian and New Zealand (CA ANZ)
2000 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia
2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.