Financial Adviser
· PRAHRAN, VIC
Charles Ellul
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000284502
Charles Ellul is a financial adviser based in Prahran, Victoria, with 21 years of experience in the financial services industry. Charles is currently authorised under Interprac Financial Planning Pty Ltd. Charles 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 Financial Planning 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
2001
Diploma of Financial Planning
Financial Planning Association of Australia
2002
Certified Financial Planner
Financial Planning Association
2011
Margin Lending and Geared Investments
Kaplan Professional
2015
Self Managed Superannuation Funds
Mentor Education
2017
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
MFAA Reverse Mortgage
Mortgage & Finance Association of Australia
2024
Commercial Law
Kaplan Professional
2024
Tax for Financial Advising
Kaplan Professional
Registration History
Excluding LRBA's.
Restriction: Cannot provide a tax (financial) service
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register