Financial Adviser
· BRISBANE CITY, QLD
Steven Francis Ellery
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002459
About Steven Francis Ellery
Steven Francis Ellery is a financial adviser based in Brisbane City, Queensland, with 18 years of experience in the financial services industry since 2008. Steven is currently authorised under Bridges Financial Services. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Bachelor Business (Finance) from Charles Sturt University. Steven 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor Business (Finance)
Charles Sturt University
2005
Advanced Diploma Financial Services (Financial Planning) FNS60404
Tribeca Learning (Aust) Pty Ltd
2005
Diploma Financial Services (Financial Planning) FNS50804
Tribeca Learning (Aust) Pty Ltd
2010
FNSASICR503A Provide Advice in Margin Lending
GWM Adviser Services Pty Ltd
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd