Financial Adviser · ALBURY, NSW

James Henry Ellis

ALBURY, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001000489

Currently at

Hillross Financial Services Limited

Sydney, NSW (firm address)

View firm profile

About James Henry Ellis

James Henry Ellis is a financial adviser based in Albury, New South Wales, with 12 years of experience in the financial services industry since 2014. James is currently authorised under Hillross Financial Services Limited, operating through Hillross Financial Services. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Business (Accounting)

Charles Sturt University

2012

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2017

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2021

Accredited Aged Care Professional

Aged Care Steps

2023

SuperConcepts Specialist SMSF Course

University of Adelaide

Registration History

Hillross Financial Services Limited

Mar 2022 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Financial Index Australia Pty Ltd

Feb 2020 - Feb 2022 Ceased

Findex Advice Services Pty Ltd

Nov 2015 - Feb 2022 Ceased

Specialised Private Capital Wholesale Pty Ltd

Jul 2014 - May 2016 Ceased

Source: ASIC Financial Advisers Register