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Financial Advisers: BRUCE WILLIAM JELLIS Information

This is the detailed information about BRUCE WILLIAM JELLIS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000237708, the year the Financial Adviser first provided advice is 2007 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:15.

Financial Adviser Number: 000237708
Financial Adviser Name: BRUCE WILLIAM JELLIS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2007
Adviser Town: Beaumaris
Adviser State: VIC
Adviser Postcode: 3193
Adviser Country: Australia
Adviser Town: BEAUMARIS
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AFFINIA FINANCIAL ADVISERS LIMITED
    Licence Number: 000237857
    Licence ABN: 13085335397
    The date the Financial Adviser commenced the appointment: 2019-12-27
    Authorised Representative Name: AFFINIA FINANCIAL ADVISERS LIMITED
    Authorised Representative Number: 000237857
    Rep Appointed ABN: 13085335397
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Distributions) FNBG50199 - Deakin Financial Planning,
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Not authorised in SMSF
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
    Licence Number: 000245569
    Licence ABN: 93106888215
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2017-01-23
    The date the Financial Adviser ceased the appointment: 2019-12-27
    Authorised Representative Name: JELLIS MANAGEMENT SERVICES PTY. LTD.
    Authorised Representative Number: 000237202
    Rep Appointed ABN: 17006031447
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Distributions) FNBG50199 - Deakin Financial Planning,
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
    Licence Number: 000244252
    Licence ABN: 61094529987
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]
    The date the Financial Adviser commenced the appointment: 2007-07-16
    The date the Financial Adviser ceased the appointment: 2017-01-19
    Authorised Representative Name: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000244252
    Rep Appointed ABN: 61094529987
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Distributions) FNBG50199 - Deakin Financial Planning,
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.