Jack Ellis
BCom(Fin)
Private Client Adviser
I believe in a holistic approach to financial planning and investments. With your goals in mind, I will guide you through long-term wealth creation, retirement planning, risk management and estate planning.
Jack has been advising clients since 2018, previously working in Canberra as a financial planner. After making the move to Queensland, he has been helping clients navigate the complexities of the finance world, with their objectives in mind. As a holistic adviser, Jack specialises in superannuation (including SMSFs), tax and retirement planning, estate planning, insurance, investments, and Centrelink.
Investment Style
Jack takes a long-term approach in helping clients with construction, implementation and maintenance of investment portfolios. This allows him to manage the volatility of investment markets ensuring preservation of capital and client comfort. Jack’s experience and his passion for the financial markets ensures he has a strong base to assist clients achieve their financial goals and objectives.
Services and Specialties
Financial Planning
Qualifications and Professional Affiliations
Core 1 Securities & Managed Investments Accreditation Program
FPC003 Superannuation and Retirement Advice
Bachelor of Commerce
Ethics and Professional Relationships
Taxation for Financial Planning
FPC001B Economic and Legal Context for Financial Planning
Associations
No items found.
Competencies
Managed Investments
Life Insurance
Superannuation
Securities
Generic
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of salary.
