Financial Adviser
· MANLY, NSW
Sandra Lee Elliss
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000354972
Sandra Lee Elliss is a financial adviser based in Manly, New South Wales, with 27 years of experience in the financial services industry. Sandra is currently authorised under Matrix Planning Solutions Limited. Sandra 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 Bachelor of Business (Major In Accounting and Finance) from Edith Cowan University. Sandra 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business (Major In Accounting and Finance)
Edith Cowan University
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2010
Regulatory Guide 146 Assessment
Kaplan Professional Education
2020
Accredited Aged Care Professional
Aged Care Steps
Registration History
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register