Financial Adviser · MELBOURNE, VIC

Roger Raymond Ellingworth

43 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000231044

Roger Raymond Ellingworth is a financial adviser based in Melbourne, Victoria, with 43 years of experience in the financial services industry. Roger is currently authorised under Shadforth Financial Group Limited. Roger 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 Limited. Roger 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

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

1992

Diploma of Financial Planning

Financial Planning Association of Australia Limited

1995

Certified Financial Planner (CFP)

Financial Planning Association of Australia Limited

1999

Master of Business

Royal Melbourne Institute of Technology

2017

Accredited Aged Care Professional

Aged Care Steps

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Shadforth Financial Group Limited

Oct 2025 - Present Current

Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Consultum Financial Advisers Pty Ltd

Mar 2004 - Sep 2025 Ceased

Source: ASIC Financial Advisers Register