Financial Adviser · GEELONG, VIC

Eleanor Jayne Bagg

GEELONG, VIC

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001312306

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Eleanor Jayne Bagg

Eleanor Jayne Bagg is a financial adviser based in Geelong, Victoria, with 1 year of experience in the financial services industry since 2025. Eleanor is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Eleanor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Eleanor's qualifications include a Master of Financial Planning from Deakin University.

Authorised to Advise On

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

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

2021

Bachelor of Commerce

Deakin University

2024

SMSF Course

SMSF Association

2025

Master of Financial Planning

Deakin University

2026

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Nov 2024 - Present Current

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

Source: ASIC Financial Advisers Register