Theodore Gordon Harry Ellis – Financial Adviser

Adviser identifying number: 237136
Status: Current
Adviser’s ABN: 69280060669
The year the Financial Adviser first provided advice: 1984

Name of the licence holder: DOVER FINANCIAL ADVISERS PTY LTD
Licence number: 307248
Licensee’s ABN: 87112139321
Licence controlled by: TERRY MCMASTER

The date the Financial Adviser commenced the appointment: 26/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DOVER FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 307248
Authorised Representative’s ABN: 87112139321

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 Services (Financial Planning) – Deakin Financial Planning
  • Diploma in Financial Services (Distribution) – Deakin Financial Planning
  • Life Underwriters Training Course 1 – Life Underwriters Association of Australia
  • Life Underwriters Training Course 2 – Life Underwriters Association of Australia
  • Stock Selection and Portfolio Construction – Deakin

Relevant memberships of professional bodies or industry associations:

Theodore Gordon Harry Ellis is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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