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