Ella Asset Management Pty ltd

AFS License Number
539386
Name
Ella Asset Management Pty ltd
ABN/ACN/ARBN
77657183983
Licensee issued
May 19, 2023
Address
Mill Park, 3082, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Purnaka Pushpalal Kumarasena 2010 2003 - RG146 Superannuation - Diploma (AQF 5) - Kaplan Australia ~ 2010 - RG146 Risk Management - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2011 - RG146 Managed Investment & Securities - Diploma (AQF 5) - Investment Banking Institute ~ 2016 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Monarch Institute ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional