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:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

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)