Financial Adviser · STIRLING, WA

Ellen Rachel Deasy

12 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001002861

Ellen Rachel Deasy is a financial adviser based in Stirling, Western Australia, with 12 years of experience in the financial services industry. Ellen is currently authorised under Matrix Planning Solutions Limited. Ellen 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 Bachelor of Commerce (Economics and Finance (Corporate)) from University of Western Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2013

925 Life Insurance and Skills Program

Kaplan Professional

2013

Bachelor of Commerce (Economics and Finance (Corporate))

University of Western Australia

2017

Advanced Diploma of Financial Planning

Mentor Education

2017

Tax for Financial Advising Course (DFP5v3)

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2024

Accredited Aged Care Professional Program

Aged Care Steps

Registration History

Matrix Planning Solutions Limited

Apr 2024 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Oreana Financial Services Pty Ltd

Aug 2022 - Mar 2023 Ceased

Bridges Financial Services Pty Limited

Mar 2022 - Aug 2022 Ceased

Commonwealth Financial Planning Limited

May 2018 - Jan 2021 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Commonwealth Financial Planning Limited

Mar 2014 - Apr 2018 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register