The Financial Planning Association of Australia The Financial Planning Association of Australia

Charles Ellul, CFP®


Name Charles Ellul, CFP®
Company Advice & Answers Financial Services
Address Suite 6 463 Main Street
Mordialloc, VIC 3195
Phone 03 95806463
Mobile 0412264606
Email [email protected]
Languages Greek,Maltese
Website http://www.aafp.com.au

Charles is an Authorised Representative and Credit Representative of Charter Financial Planning Limited Australian Financial Services Licensee and Australian Credit Licensee 234665.

ASIC Authorised Representative Number 284502. ASIC Credit Representative Number 407019.

Charles specialises in pre retirement planning and retirement planning and can explore strategies for your circumstances.

Has experience in implementing a financial protection plan and a broad range of solutions to protect your family or business interests.

Charles can be called upon to provide Centrelink planning advice to minimise Aged care fees & improve cash flow.

Charles has obtained the following educational qualifications and experience:

Education:
Diploma of Financial Planning, Deakin University
Diploma of Life Insurance, Australian New Zealand Insurance Institute (The Institute)
Margin Lending & Geared Investments
Self Managed Syper Fund Course
Cert IV Finance & Mortgage Broking
Accredited Listed Products Adviser ALPA (Direct Shares) Course

Experience:
Charles commenced in the financial services industry in 1985. Charles can assist you with your financial planning needs including investments, insurance & superannuation.

Charles has attained the Certified Financial Planner designation.

Charles is a member of the following Professional Association Memberships:

Financial Planning Association (FPA)
Authorised Representatives Association (ARA)
Finance Brokers Association Of Australia (FBAA)
Credit and Investments Ombudsman (CIO)
Tax Practioners Board (TPB)
Australian New Zealand Insurance Institute (The Institute)

Charles is a Melbourne Cricket Club (MCC) member and enjoys keeping fit and has an interest in football & cricket.

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