Brett Ellis

Ellis Financial Advisers

Gold
12 Yrs Experience
Perth, WA 6000

Recent reviews

Ellis Financial Advisers

Level 1, Unit 4, 255 Beaufort Street
Perth, WA 6000

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 14
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

4.70
14 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
4.65
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"We have been with Brett since he first started his own business and we have always been more than happy with his service. He has always gone that 'extra mile' to make sure we understood everything. In following his advice we have grown our superannuation funds substantially over the last few years. We have every confidence in his abilities and would be more than happy to recommend him to any of our friends or workmates."

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is very professional and friendly. He always gives great advice and explains everything so well. We would recommend him to anyone looking to understand and improve their superannuation position."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has been very helpful and understanding of our position in life. He ahs helped in getting our Super to a level where we can now plan for retirement."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have found Brett to be a very helpful, friendly and knowledgeable advisor who has always helped promptly with any queries I have had. He has also given me advice on what areas of my super and insurance could be changed to make them suit my needs. Very pleased with the service."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brett demonstrates and gives positive constructive advice to what ever request or question asked"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is friendly, wise in the market and choosing what is best for us as we step up to retirement. Always available. Has great advice, which we have followed and his predictions work well for us as well. He is always optimistically cautious with our funds to ensure we get the best in the remaining time to retirement. And he is always good for a laugh or a joke. Great guy!"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett provides a personal and friendly professional services. He recommended strategies that meet our needs and provided us with a well secured financial future for us and our family."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Brett very helpful in explaining and organizing my steps towards retirement. I have no hesitation in recommending him to anyone thinking of a financial planner."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"fred,6112"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Brett is always ready to listen and help in any way he can."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Tax Practitioners Board (TPB)

Membership type
Member
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