Charles Ellul

Charles commenced in the financial services industry in 1985 and can assist you with your financial planning needs including wealth creation, investments, and personal insurances such as critical illness cover, income protection, disability & life cover.

Charles is able to facilitate your superannuation, including self-managed superannuation fund arrangements incorporating pre & post retirement planning.

Charles is committed to providing exceptional financial planning advice and observes a comprehensive Code of Professional Conduct which assists to set minimum acceptable levels of service.

Outside of work Charles has volunteered on many committees as President, Vice President, Coordinator and held general committee roles. Charles has been committed to contributing to improve his respective sports club. Charles enjoys the AFL, umpiring, gym, parkrun, playing Master’s football & participating in a running club.

Education:

Tax for Financial Advising, Kaplan Australia, (2024)

TASAL Commercial Law, Kaplan Australia, (2024)

FASEA Exam, ASIC Treasury (2022)

Reverse Mortgages, MFAA (2018)

Accredited Listed Product Adviser (Direct Shares) Program, Kaplan Professional (2018)

Certificate IV Finance & Mortgage Broking, AAMC (2017)

Self-Managed Superannuation Funds, Mentor Education (2015)

Margin Lending & Geared Investments, Kaplan Professional (2011)

Certified Financial Planner, Deakin University (2002)

Diploma of Financial Planning, Deakin University (2001)

Diploma of Life Insurance, Australian New Zealand Insurance Institute (The Institute) (1994)