ELLEN LOUISE FERRIS (Adviser# 000238228) 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 July 16, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ELLEN LOUISE FERRIS |
| Adviser Number | 000238228 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000229264 NEWELL PALMER SECURITIES PTY LTD |
| Licence ABN | 89050040232 |
| Adviser Start Date | 2018-07-16 |
| Appointing Representative Name | NEWELL PALMER SECURITIES PTY LTD |
| Appointing Representative Number | 000229264 |
| Appointing Representative ABN | 89050040232 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics (Hons) | University of New England |
| Diploma of Financial Planning | Deakin University/ Financial Planning Association |
| Listed Product Accreditation Course | LPAC Online |
| Margin Lending and Geared Investments | Kaplan Professional Education |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000229264 | NEWELL PALMER SECURITIES PTY LTD | 2018-07-16 - | NEWELL PALMER SECURITIES PTY LTD |
| 000237504 |
MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED |
2017-09-06 - 2018-05-17 | MACQUARIE EQUITIES LIMITED |
| 000303000 |
THE WEALTH PARTNERSHIP PTY LTD
Licence controlled by: RAMSHEAD INVESTORS PTY LTD |
2016-03-01 - 2017-08-04 | THE WEALTH PARTNERSHIP PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2012-06-30 - 2016-02-29 | RAMSHEAD CAPITAL PTY LIMITED |
| 000232406 | AVENUE CAPITAL MANAGEMENT PTY LTD | 2003-10-01 - 2012-06-29 |
| Licence Name | NEWELL PALMER SECURITIES PTY LTD |
| Licence Number | 000229264 |
| Licence ABN | 89050040232 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEAN HORWITZ | Newell Palmer Securities Pty Ltd | Current | 2018-05-07 |
| SIAN JIN RIDZUAN CHUA | Newell Palmer Securities Pty Ltd | Current | 2011-09-01 |
| VERNON JOSEPH REGO | Newell Palmer Securities Pty Ltd | Current | 2009-07-01 |
| JEROME PAUL CHOPARD | Newell Palmer Securities Pty Ltd | Current | 2009-07-01 |
| PAUL ROBERT BOURGEOIS | Newell Palmer Securities Pty Ltd | Current | 2009-07-01 |
| SIMON PETER BABBAGE | Newell Palmer Securities Pty Ltd | Current | 2006-04-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEAN HORWITZ | Newell Palmer Securities Pty Ltd | Current | 2018-05-07 |
| SIAN JIN RIDZUAN CHUA | Newell Palmer Securities Pty Ltd | Current | 2011-09-01 |
| VERNON JOSEPH REGO | Newell Palmer Securities Pty Ltd | Current | 2009-07-01 |
| JEROME PAUL CHOPARD | Newell Palmer Securities Pty Ltd | Current | 2009-07-01 |
| PAUL ROBERT BOURGEOIS | Newell Palmer Securities Pty Ltd | Current | 2009-07-01 |
| SIMON PETER BABBAGE | Newell Palmer Securities Pty Ltd | Current | 2006-04-01 |
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| 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.