Billings Ellis Advisory – financial advisors Melbourne
Happiness, security, satisfaction, enjoyment – these goals can look like many different things to different people. Whatever the picture of your ideal future, SMSF financial advice from Billings Ellis Advisory can help plan your way towards achieving it.
Why see Billings Ellis Advisory about financial advice?
Billings Ellis Advisory Services Pty Ltd is a member of CPA Advice, a wholly-owned subsidiary of CPA Australia Limited which is one of the world’s largest accounting bodies. CPA Australia Advice has an ethos of integrity and transparency built into its charter. You can read the full CPA Australia Advice Financial Services Guide in relation to Geoff Morris here. Geoff Morris is a CPA member and holds a Public Practicing Certificate and is an Authorised Representative of CPA Australia Advice. Geoff has been working as an accountant for Billings and Ellis for over 12 years and has established Billings Ellis Advisory as a complementary service for existing and future clients of the Billings and Ellis accounting practice.
Billings Ellis Advisory Services Pty Ltd, Authorised Representative #1245661, is an Authorised Representative of CPA Australia Advice Pty Ltd ACN 606 084 806 as the holder of Australian Financial Services Licence (AFSL) and Australian Credit Licence (ACL) number 482657.
What is the scope of financial advice and products available from Billings Ellis Advisory?
Billings Ellis Advisory Services Pty Ltd was established in June 2016 to assist clients of Billings and Ellis with their financial advisory needs.
The authorisation of Billings Ellis Advisory Services Pty Ltd is limited to financial products that are included on CPA Australia Advice’s current Approved Product List and for which the the firm has satisfied the training requirements. The Authorised Representative is to comply with the terms and conditions as set out in the Corporate Authorised Representative Agreement and all policies and procedures of CPA Australia Advice Pty Ltd. This includes any directions and instructions provided by CPA Australia Advice Pty Ltd as the holder of an AFSL and ACL.
Billings Ellis Advisory Pty Ltd is authorised under the CPA Australia Advice Australian financial services licence to provide financial advice in relation to the following financial products:
Billings Ellis Advisory is authorised under the CPA Australia Advice Australian financial services licence to deal in the following financial products (personal advice):
- Basic and Non-Basic Deposit Products (bank accounts and Term Deposits)
The firm is also authorised under the CPA Australia Advice Australian financial services licence to deal in the following financial products (class of product advice):
How much income will I need for retirement if I own my home?
single annual income – modest
single weekly income – modest
These estimates are relevant to people retiring at age 65 who fully own their home and will live to an average life expectancy of about 85.
Source: Australian Securities & Investments Commision (ASIC) – ASFA standards – How much is enough? – accessed and quoted 31 March 2017.