Tracey Ann Ferguson
Financial Adviser in Maroochydore, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000331902
- Location
- Maroochydore QLD 4558
- Licensee
- Putting Planning Into Practice Pty Ltd (AFSL 529426)
- Authorised since
- 1 July 2021
- First provided advice
- 1998
- Qualifications
- Graduate Certificate in Business Administration, University of the Sunshine Coast (2015); Self Managed Superannuation Funds, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); ASX Listed Products Accreditation Course (LPAC), LPAC Online (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Tracey Ann Ferguson
Tracey Ann Ferguson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Maroochydore, Queensland (adviser number 000331902).
Advice is given under the Australian financial services licence of Putting Planning Into Practice Pty Ltd, licence number 529426. The current authorisation started on 1 July 2021.
The register records 1998 as the year Tracey first provided financial advice. Qualifications and training on file include Graduate Certificate in Business Administration (University of the Sunshine Coast, 2015), Self Managed Superannuation Funds (Kaplan Professional, 2018) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Advice Association of Australia (FAAA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Tracey Ann Ferguson a registered financial adviser?
Yes. Tracey Ann Ferguson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000331902.
Which licensee does Tracey Ann Ferguson work under?
Putting Planning Into Practice Pty Ltd, Australian financial services licence 529426.
What can Tracey Ann Ferguson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.