RENE FERRIS (Adviser# 000429295) 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 November 9, 2016.
| Register Name | Financial Advisers |
| Adviser Name | RENE FERRIS |
| Adviser Number | 000429295 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000255475 TREND INVESTOR SERVICES PROPRIETARY LIMITED |
| Licence ABN | 65061768670 |
| Adviser Start Date | 2016-11-09 |
| Appointing Representative Name | KINGS ROAD WEALTH MANAGEMENT PTY LIMITED |
| Appointing Representative Number | 000428987 |
| Appointing Representative ABN | 72160264237 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Derivatives Module | Kaplan |
| Derivatives Module | Kaplan |
| Diploma of Financial Planning | Kaplan |
| Diploma of Financial Planning | Kaplan |
| Foreign Exchange module | Kaplan |
| Foreign Exchange module | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000255475 | TREND INVESTOR SERVICES PROPRIETARY LIMITED | 2016-11-09 - | KINGS ROAD WEALTH MANAGEMENT PTY LIMITED |
| 000460940 | KINGS ROAD GROUP PTY LIMITED | 2016-11-08 - | KINGS ROAD WEALTH MANAGEMENT PTY LIMITED |
| 000255475 | TREND INVESTOR SERVICES PROPRIETARY LIMITED | 2012-10-10 - 2016-06-30 | KINGS ROAD WEALTH MANAGEMENT PTY LIMITED |
| 000323182 | JB MARKETS PTY LTD | 2010-09-01 - 2012-09-30 |
| Licence Name | TREND INVESTOR SERVICES PROPRIETARY LIMITED |
| Licence Number | 000255475 |
| Licence ABN | 65061768670 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL MALCOLM WALKER | Trend Investor Services Proprietary Limited | Current | 2018-05-03 |
| MICHAEL ALASTAIR LEAN | Trend Investor Services Proprietary Limited | Current | 2018-02-22 |
| BERTUS VAN DEN HEEVER | Trend Investor Services Proprietary Limited | Current | 2018-02-21 |
| KELVIN JOHN BUTCHER | Trend Investor Services Proprietary Limited | Ceased | 2018-02-05 |
| JOHN PHILLIP SCULLY | Trend Investor Services Proprietary Limited | Current | 2017-12-07 |
| ANDREW DUNCAN RORY GILLIBRAND | Trend Investor Services Proprietary Limited | Current | 2017-11-13 |
| ALASTAIR KENNELLY | Trend Investor Services Proprietary Limited | Current | 2017-07-11 |
| ANTHONY JAMES MALCOLM WIELAND | Trend Investor Services Proprietary Limited | Ceased | 2017-06-08 |
| RYAN DAVIS | Trend Investor Services Proprietary Limited | Ceased | 2016-11-09 |
| DEAN SMITH | Trend Investor Services Proprietary Limited | Ceased | 2016-09-13 |
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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.