Financial Adviser · MANLY, NSW

Sandra Lee Elliss

MANLY, NSW

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000354972

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About Sandra Lee Elliss

Sandra Lee Elliss is a financial adviser based in Manly, New South Wales, with 27 years of experience in the financial services industry since 1999. Sandra is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Sandra holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sandra's qualifications include a Bachelor of Business (Major In Accounting and Finance) from Edith Cowan University. Sandra is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Major In Accounting and Finance)

Edith Cowan University

2010

Margin Lending and Geared Investments

Kaplan Professional Education

2010

Margin Lending and Geared Investments

Kaplan

2010

Regulatory Guide 146 Assessment

Kaplan Professional Education

2020

Accredited Aged Care Professional

Aged Care Steps

Registration History

Matrix Planning Solutions Limited

Aug 2021 - Present Current

A.C.N. 133 593 012 PTY LTD

Apr 2015 - Aug 2021 Ceased

Excludes SMSF

Steadfast Life Pty Ltd

Apr 2013 - Mar 2015 Ceased

Madison Financial Group Pty Ltd

Aug 2011 - Apr 2013 Ceased

The Advice Exchange Pty Ltd

Aug 2010 - Sep 2011 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

May 2010 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register