Sandra Elliss

Financial Adviser

ASIC adviser number:

000354972

Qualifications and training:

1999, Bachelor of Business (Major In Accounting and Finance), Bachelor Honours Degree (AQF 8), Edith Cowan University
2010, Margin Lending and Geared Investments, , Kaplan Professional Education
2010, Margin Lending and Geared Investments, Diploma (AQF 5), Kaplan
2010, Regulatory Guide 146 Assessment, , Kaplan Professional Education
2020, Accredited Aged Care Professional, Diploma (AQF 5), Aged Care Steps

When adviser first provided advice:

1999

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

4 4 George St
Manly NSW 2095

AFS licence holder name:

Matrix Planning Solutions Limited

AFS licence number:

000238256

Licence controlled by:

Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».