STEVEN JAMES ELLIS

Financial Adviser · Palm Beach, QLD

Registered

STEVEN JAMES ELLIS is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2018, based in Palm Beach, Queensland. They are authorised to provide advice under HAVANA FINANCIAL SERVICES PTY LTD (AFSL licence #000500435). Registered qualifications on file include 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University, 2005 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia, 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute. Professional memberships listed: CPA Australia (CPA).

Registration Number

001272789

Registration Status

Registered

Location

Palm Beach, QLD 4221

Providing Advice Since

2018

Registration Date

03/04/2025

Financial Services Licensee

HAVANA FINANCIAL SERVICES PTY LTD

Licence #000500435

📚 Qualifications & Training

2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University

2005 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia

2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute

2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

2026 - Superannuation and Retirement Advice - Graduate Certificate (AQF 8) - Kaplan Professional

🏢 Professional Memberships

CPA Australia (CPA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.