Financial Adviser · SOUTHPORT, QLD

Danny John Ellis

23 Years experience

Tax advice
authorised

Currently at

Perth, WA

View firm profile

ASIC Registered · ADV 000240623

Danny John Ellis is a financial adviser based in Southport, Queensland, with 23 years of experience in the financial services industry. Danny is currently authorised under Insight Investment Services Pty Ltd. Danny holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Danny holds a Diploma of Financial Services (Financial Planning) from Deakin Financial Services Pty Ltd. Danny 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

Restrictions: Superannuation advice does not include authority to provide advice regarding self-managed superannuation funds.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services (Financial Planning)

Deakin Financial Services Pty Ltd

Registration History

Insight Investment Services Pty Ltd

Aug 2025 - Present Current

Superannuation advice does not include authority to provide advice regarding self-managed superannuation funds.

Havana Financial Services Pty Ltd

Apr 2023 - Dec 2024 Ceased

LIBERTAS FINANCIAL PLANNING PTY LTD

Jan 2020 - Apr 2023 Ceased

A.C.N. 133 593 012 PTY LTD

Jun 2015 - Jan 2020 Ceased

Excludes SMSF

AFFINIA FINANCIAL ADVISERS PTY LTD

May 2014 - May 2015 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Apr 2012 - May 2014 Ceased

Professional Investment Services Pty Ltd

Sep 2008 - Apr 2012 Ceased

Source: ASIC Financial Advisers Register