Beverley Ferris Financial Planner Report

Name:
Beverley Leeanne Ferris

Rep Number:
000244830

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Mackay, , QLD, 0

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
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning
Kaplan
Margin Lending
Tribeca
Self Managed Super Fund Course

Memberships
Financial Planning Association of Australia (FPA)