James Ellis

Financial Adviser

ASIC adviser number:
001000489
Qualifications and training:

2012, Bachelor of Business (Accounting), Bachelor Degree (AQF 7), Charles Sturt University
2012, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Higher Education Pty Limited
2017, Certified Financial Planner, Professional Designations, Financial Planning Association of Australia (FPA)
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited
2021, Accredited Aged Care Professional, Other, Aged Care Steps
2023, SuperConcepts Specialist SMSF Course, Other, University of Adelaide

When adviser first provided advice:
2014
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Continuing Professional Development failure year:
2023
Location:
533 Kiewa St
Albury  NSW  2640
AFS licence holder name:
Hillross Financial Services Limited
AFS licence number:
000232705
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».