Financial Adviser · ADELAIDE, SA

Bjorn Elix

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001242825

Bjorn Elix is a financial adviser based in Adelaide, South Australia, with 10 years of experience in the financial services industry. Bjorn is currently authorised under Fiducian Financial Services Pty Ltd. Bjorn 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 Graduate Diploma of Financial Planning from Kaplan. Bjorn 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2010
Diploma Financial Services (Financial Planning)
Kaplan
2012
Advanced Diploma Financial Services (Financial Planning)
Kaplan
2013
Margin Lending
Kaplan
2014
Self Managed Super Funds
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan

Registration History

Feb 2022 - Present Current
May 2016 - Jan 2022 Ceased

Source: ASIC Financial Advisers Register