PAUL PETER FERLA


Licensee: PPF ADVISORY PTY LTD

PAUL PETER FERLA (Adviser# 000230281) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 21, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL PETER FERLA
Adviser Number 000230281
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1975
Financial Service (AFS) Licence Licence# 000470793
PPF ADVISORY PTY LTD
Adviser Start Date 2016-01-21
Appointing Representative Name PPF ADVISORY PTY LTD
Appointing Representative Number 000470793
Memberships CPA Australia (CPA)
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)
Registered Tax Agent
Registered Tax Agent

Authorisations to provide financial product advice

  • PAUL PETER FERLA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Victoria Institute of Colleges
Bachelor of Business (Accounting) Victoria Institute of Colleges
Diploma of Financial Services Carlyle Education Pty Ltd
Diploma of Financial Services Carlyle Education Pty Ltd
Graduate Diploma of Taxation Royal Melbourne Institute of Technology (RMIT)
Graduate Diploma of Taxation Royal Melbourne Institute of Technology (RMIT)
Master of Accountancy Royal Melbourne Institute of Technology (RMIT)
Master of Accountancy Royal Melbourne Institute of Technology (RMIT)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000470793 PPF ADVISORY PTY LTD 2016-01-21 - PPF ADVISORY PTY LTD
000229696 PPF ASSET MANAGEMENT LIMITED 2003-06-14 - PPF ASSET MANAGEMENT LIMITED

Licensee Information

Licence Name PPF ADVISORY PTY LTD
Licence Number 000470793

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.