Ellis Financial Advisers - (08) 9200 1818
Financial Services - Perth, Western Australia, Australia
Ellis Financial Advisers - (08) 9200 1818 Employees
Ellis Financial Advisers - (08) 9200 1818 Details
We are a small financial planning practice based in Perth that primarily works in the areas of Superannuation, Insurance and Investments. Our initial meeting is complimentary and obligation free. During this time we sit with you to know what you want to achieve and we'll ask you a number of questions to get an understanding of your situation. From here we look at the information we have gathered and determine whether we can assist you in reaching your objectives. Whether that be saving money, building wealth, protecting your assets/family or simply understanding your financial situation more. Further to the initial complimentary meeting, we will sit with you to discuss your current situation and financial objectives, as well as the costs of our advice & services based on your requirements. From there, we will provide you with a Statement of Advice which details our advice to you, it's costs and instructions on implementing the advice. As part of the ongoing service we provide our clients, we'll sit with you at least once a year to review your investments and your situation to ensure all is still on track to meet your objectives and reach your goals. Ellis Financial Advisers is an authorised representative of Sentry Financial Planning (AFSL 247105). A copy of our Financial Services Guide (FSG) which gives you further information about us, our licensee and our services is available on request. Should we be able to help you or someone you know, please contact our office on (08) 9200 1818 and we'll be happy to help. Brett Ellis
Ellis Financial Advisers - (08) 9200 1818 Technologies
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