Bruce William Jellis – Financial Adviser
Adviser identifying number: 237708
Status: Current
Adviser’s ABN: 54885534415
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
Licence number: 245569
Licensee’s ABN: 93106888215
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
The date the Financial Adviser commenced the appointment: 23/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JELLIS MANAGEMENT SERVICES PTY. LTD.
Authorised Representative identifying number: 237202
Authorised Representative’s ABN: 17006031447
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: Advanced Diploma of Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Bruce William Jellis 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
- Superannuation
- All Securities