Financial Adviser · SOUTHSIDE, QLD

Ben Ellingsen

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001246107

Ben Ellingsen is a financial adviser based in Southside, Queensland, with 10 years of experience in the financial services industry. Ben is currently authorised under Akumin Financial Planning Pty Limited. Ben 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 Commerce (Accounting) from University of Southern Queensland. Ben is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Commerce (Accounting)
University of Southern Queensland
2016
Diploma of Financial Planning
Integrity Education Group
2016
Margin Lending
Integrity Education Group
2016
Self Managed Superannuation Funds
Integrity Education Group
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Oct 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SMSF ADVICE PTY LIMITED
Aug 2016 - Oct 2016 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register