-
-
-
Our complaints procedure:
02/02/2016If you’re unhappy with the advice you receive, or other aspects of our service please follow the steps outlined...
-
What information will you maintain in my file and can I examine my file?
02/02/2016We maintain a record of your personal profile including details of your objectives, financial situation and needs. We also...
-
What information should I provide to receive personalised service?
02/02/2016We will ask you to provide us with a list of your personal objectives, details of your current financial...
-
How will I pay for the service?
02/02/2016You may pay us a fee. Alternatively, we may receive a payment called commission, which is paid to us...
-
What type of financial products does Ellerfield provide advice on and deal with?
02/02/2016Basic Deposit Products; Non-basic Deposit Products; Non-cash Payment Products; Derivatives; Government Debentures, Stocks or Bonds; Life Products – Investment...
-
What type of advice does Ellerfield provide?
02/02/2016Wealth Accumulation; Wealth & Asset Protection; Retirement Planning; Estate Planning; Social Security; Debt Management; Aged Care
-
How do I know if Ellerfield is a reputable business?
02/02/2016Ellerfield was established in 1990 and has grown into one of Australia’s largest privately owned financial planning businesses. We have...
Specialising in Wealth Creation and Retirement Planning since 1990
© Ellerfield Wealth Pty Ltd
T1 404 Kon-Tiki Business Centre,
55 Plaza Parade,
Maroochydore Qld 4558
OFFICES: Sunshine Coast, Brisbane, Gold Coast, Mount Isa, North Sydney, Darwin
Phone:
1300 876 693
Email: support@ellerfield.com.au
