Beverley Leeanne Ferris
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244830
- Location
- Mackay QLD 4740
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 8 December 2003
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Planning, FPA (2003); Self Managed Super Fund Course, Tribeca (2004); Certified Financial Planner, FPA (2010); Margin Lending, Kaplan (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Beverley Leeanne Ferris
Beverley Leeanne Ferris is a financial adviser in Mackay, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000244830.
Advice is given under the Australian financial services licence of Professional Investment Services Pty Ltd, licence number 234951. That authorisation dates from 8 December 2003.
According to the register, Beverley first provided financial advice in 2002. The qualifications listed for Beverley include Diploma of Financial Planning (FPA, 2003), Self Managed Super Fund Course (Tribeca, 2004) and Certified Financial Planner (FPA, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Beverley is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Beverley Leeanne Ferris a registered financial adviser?
Yes. Beverley Leeanne Ferris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244830.
Which licensee does Beverley Leeanne Ferris work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Beverley Leeanne Ferris give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.