Financial Adviser · NORWOOD, SA

Symonne Ann Ellis

NORWOOD, SA

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 000467213

Currently at

Infocus Securities Australia

Maroochydore, QLD (firm address)

View firm profile

Symonne Ann Ellis is a financial adviser based in Norwood, South Australia, with 11 years of experience in the financial services industry since 2015. Symonne is currently authorised under Infocus Securities Australia. Symonne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Symonne's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma Financial Services (Financial Planning)

Tribeca

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2015

TASA and TPB Code of Professional Conduct

Kaplan Professional

2016

Graduate Diploma of Financial Planning

Kaplan Professional

2018

Accredited Aged Care Professional

Aged Care Steps

2018

Margin Lending

Kaplan Professional Education

2018

Master of Financial Planning

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Infocus Securities Australia Pty Ltd

May 2026 - Present Current

Securities excludes direct equities advice

Ri Advice Group Pty Ltd

Jan 2024 - May 2025 Ceased

Bridges Financial Services Pty Limited

Apr 2021 - Sep 2023 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Apr 2020 - Aug 2020 Ceased

EXELSUPER ADVICE PTY LTD

Feb 2019 - Jul 2019 Ceased

MacQuarie Equities Limited

Feb 2018 - Jan 2019 Ceased

Lionsgate Financial Group Pty. Ltd.

Apr 2016 - Mar 2017 Ceased

Charter Financial Planning Limited

Oct 2014 - Oct 2015 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