Financial Adviser · BYRON BAY, NSW

Elle Ruby Helen Wallis

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001267870

Elle Ruby Helen Wallis is a financial adviser based in Byron Bay, New South Wales, with 8 years of experience in the financial services industry. Elle is currently authorised under Gallagher Benefit Services Pty Ltd. Elle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Elle is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Feb 2025 - Present Current
VIAFGA PTY LTD
Mar 2019 - Jun 2024 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Sep 2018 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register