Barney David Ellis – Financial Adviser
Adviser identifying number: 343471
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: MIPLAN ADVISORY PTY LTD
Licence number: 485478
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 13/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MIPLAN ADVISORY PTY LTD
Authorised Representative identifying number: 485478
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Accredited Listed Product Adviser Program – Kaplan Education Pty Limited
- Advanced Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy Pty Ltd
- Certified Financial Strategist – Association of Independently Owned Financial Professionals (AIOFP)
- Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Limited
- Self Managed Superannuation Funds – Kaplan Education Pty Limited
Relevant memberships of professional bodies or industry associations: Association of Independently Owned Financial Professionals (AIOFP)
Barney David Ellis is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation