Financial Adviser · BROADBEACH WATERS, QLD

Elton James Flatley

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000408765

Currently at

Bundall, QLD

View firm profile

Elton James Flatley is a financial adviser based in Broadbeach Waters, Queensland, with 19 years of experience in the financial services industry since 2007. Elton is currently authorised under Alliance Wealth, operating through Wealth Insurance Solutions. Elton holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Elton holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide self managed superannuation advice

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

May 2016 - Present Current

Not authorised to provide self managed superannuation advice

GUARDIANFP PTY LIMITED

Jul 2012 - May 2016 Ceased

Superannuation excludes SMSF Advice

LM INVESTMENT MANAGEMENT LIMITED

Jul 2011 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register