Financial Adviser
· MELBOURNE, VIC
Ellie Bartlett
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268071
About Ellie Bartlett
Ellie Bartlett is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Ellie is currently authorised under H.e.s.t. Australia. Ellie holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Ellie's qualifications include a Bachelor of Commerce (Economics and Financial Planning) from Curtin Univeristy. Ellie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Restrictions: Limited to HESTA products
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Economics and Financial Planning)
Curtin Univeristy
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited