Financial Adviser · SOUTH PERTH, WA

Paul Stafford Ellenberg

SOUTH PERTH, WA

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000250966

Currently at

Fortuna Financial Group

Brisbane, QLD (firm address)

View firm profile

About Paul Stafford Ellenberg

Paul Stafford Ellenberg is a financial adviser based in South Perth, Western Australia, with 22 years of experience in the financial services industry since 2004. Paul is currently authorised under Ad Advisory Services, operating through Fortuna Financial Group. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Diploma of Financial Planning from FPA in co-operation with Deakin University. Paul is a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Planning

FPA in co-operation with Deakin University

2011

Self Managed Superannuation Funds

Kaplan

2013

SMSF Specialist Advisor

SMSF Professionals' Association of Australia

2015

Certified Financial Strategist

2017

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Ad Advisory Services Pty Ltd

Aug 2019 - Present Current

AFFINIA FINANCIAL ADVISERS PTY LTD

Sep 2018 - Aug 2019 Ceased

NEXTGEN FINANCIAL GROUP PTY LTD

Aug 2014 - Sep 2018 Ceased

A.C.N. 116 900 362 LIMITED

Sep 2007 - May 2013 Ceased

Source: ASIC Financial Advisers Register