Financial Adviser
· CHARLESTOWN, NSW
Jake Timothy Ellis
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001316815
About Jake Timothy Ellis
Jake Timothy Ellis is a financial adviser based in Charlestown, New South Wales, with 1 year of experience in the financial services industry since 2025. Jake is currently authorised under Insight Investment Partners. Jake holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jake's qualifications include a Bachelor of Business (Finance) from University of New England.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2023
Bachelor of Business (Finance)
University of New England
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register