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

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:

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