Charles Ellul
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Charles Ellul is an ASIC-registered financial adviser based in Prahran, VIC, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (2001) and certification as a Certified Financial Planner (2002), Charles brings over two decades of experience to his practice. He has continuously expanded his expertise with qualifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, Finance and Mortgage Broking, Listed Product Advice, Reverse Mortgages, Commercial Law, and Tax for Financial Advising. Authorised to provide advice on a comprehensive range of financial products, Charles offers tailored solutions for superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. His extensive knowledge ensures clients receive well-informed and strategic advice. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning Charles is committed to providing personalised service and building long-term relationships with his clients. He takes the time to understand their unique circumstances and aspirations, developing strategies that align with their individual needs. Contact Charles today to discuss how he can help you secure your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Charles Ellul offer?
Charles Ellul provides advice on a range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He tailors his advice to meet your individual needs and goals.
What qualifications does Charles Ellul have?
Charles Ellul holds a Diploma of Financial Planning, is a Certified Financial Planner, and has qualifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, Finance and Mortgage Broking, Listed Product Advice, Reverse Mortgages, Commercial Law, and Tax for Financial Advising.
How does Charles Ellul approach financial planning?
Charles focuses on understanding your unique financial situation and goals. He works with you to develop a personalised financial plan that addresses your specific needs and helps you achieve your long-term objectives.
What should I expect during my first meeting with Charles?
During your initial consultation, Charles will discuss your current financial situation, your financial goals, and your risk tolerance. This meeting allows him to gather the information needed to develop a tailored financial plan for you.
Can Charles Ellul help with my retirement planning?
Yes, Charles specialises in retirement planning and can provide expert advice on superannuation, retirement income streams, and strategies to maximise your retirement savings.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.