Financial Adviser
· MELBOURNE, VIC
Ellie Marie Fordham
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001429
Ellie Marie Fordham is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. Ellie is currently authorised under Verse Wealth Licensee Services Pty Ltd. Ellie 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 (CFP) from Financial Planning Association of Australia. Ellie 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2015
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2018
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register