Financial Adviser
· PALM BEACH, QLD
Steven James Ellis
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272789
Steven James Ellis is a financial adviser based in Palm Beach, Queensland, with 8 years of experience in the financial services industry. Steven is currently authorised under Havana Financial Services Pty Ltd. Steven 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 from Victoria University. Steven is a member of CPA Australia (CPA).
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
2000
Bachelor of Business
Victoria University
2005
Certified Practising Accountant (CPA)
CPA Australia
2016
Diploma of Financial Planning
Monarch Institute
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2026
Superannuation and Retirement Advice
Kaplan Professional