Gregory Felsman Financial Planner Report

Name:
Gregory Brian Felsman

Rep Number:
000244827

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Capalaba, Brisbane, QLD, 4157
Licensee
Name:
Professional Investment Services Pty Ltd

Number:
000234951

ABN:
11 074 608 558

Controlled By:
Centrepoint Wealth Pty Ltd
Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558
May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation
Qualifications
Securities Institute of Australia
Certificate Course of the Securities Institute of Australia
AAMC
Certificate IV in Financial Services (Finance/Mortgage Broking)
Securities Institute
Graduate Diploma of Financial Planning
Kaplan
Margin Lending
Memberships
Association of Financial Advisers (AFA)

Financial Planner Report ™ - Qpzm - Twit Solutions Pty LTD 2015 - Privacy Policy - Terms of Use

The information provided on Financial Planner Report is not legal or professional advice and is provided for general information purposes only. The information on this site is based on public information that has been obtained from ASIC via the data.gov.au initiative and licenced under Creative Commons Attribution 3.0 Australia http://creativecommons.org/licenses/by/3.0/au/. Neither ASIC nor the Commonwealth nor this website guarantee that the information available through this service (including search results) is accurate, up to date, complete or accept any liability arising from the use of or reliance upon this site. Last updated 2016-02-04.