Simon Ferrali Financial Planner Report

Name:
Simon Robert Ferrali

Rep Number:
000293585

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2012-07-20 onwards

Location:
Epping, , VIC, 0

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
Kaplan
Accredited Listed Product Adviser Program
La Trobe University
Bachelor of Business
Kaplan
Diploma of Financial Services (Financial Planning)
Kaplan
Self Managed Super Funds