Gregory Felsman Financial Planner Report
Name:
Gregory Brian Felsman
Disciplinary action:
No action
Most Recent Role:
2003-12-08 onwards
Name:
Number:
000234951
ABN:
11 074 608 558
Controlled 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
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
Association of Financial Advisers (AFA)