Financial Adviser · GEELONG, VIC

Barnaby David Ellis

17 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000343471

Barnaby David Ellis is a financial adviser based in Geelong, Victoria, with 17 years of experience in the financial services industry. Barnaby is currently authorised under Findex Advice Services Pty Ltd. Barnaby 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 Certified Financial Planner from FPA. Barnaby is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

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

Restrictions: Excluding LRBA's

Authorised to provide tax financial advice services

Qualifications and Training

2010

Advanced Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

2010

Self Managed Superannuation Funds

Kaplan Education Pty Limited

2013

Certified Financial Planner

FPA

2016

Certified Financial Strategist

Association of Independently Owned Financial Professionals (AIOFP)

2017

Aged Care & Retirement Income

UNSW

Registration History

Findex Advice Services Pty Ltd

Jan 2024 - Present Current

Excluding LRBA's

Miplan Advisory Pty Ltd

Apr 2022 - Jun 2023 Ceased

Miplan Advisory Pty Ltd

Jun 2016 - Mar 2022 Ceased

AIW DEALER SERVICES PTY LTD

Feb 2014 - May 2016 Ceased

National Australia Bank Limited

Oct 2010 - Feb 2014 Ceased

Akumin Financial Planning Pty Limited

Dec 2009 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register