STEVEN FRANCIS ELLERY
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2001 - Bachelor Business (Finance) - Bachelor Degree (AQF 7) - Charles Sturt University
2005 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Tribeca Learning (Aust) Pty Ltd
2005 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Ltd
2010 - FNSASICR503A Provide Advice in Margin Lending - Other - GWM Adviser Services Pty Ltd
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.