PAUL STAFFORD ELLENBERG
Financial Adviser · South Perth, WA
📚 Qualifications & Training
2004 - Diploma of Financial Planning - - FPA in co-operation with Deakin University
2011 - Self Managed Superannuation Funds - - Kaplan
2013 - SMSF Specialist Advisor - - SMSF Professionals' Association of Australia
2015 - Certified Financial Strategist - - Certified Financial Strategist
2017 - Accredited Listed Product Adviser Program - - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
SMSF Association
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.