Financial Adviser
· MACKAY, QLD
Beverley Leeanne Ferris
No disciplinary history on record with ASIC
MACKAY,
QLD
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244830
Licensee
Bundall, QLD (licence address on ASIC register)
About Beverley Leeanne Ferris
Beverley Leeanne Ferris is a financial adviser based in Mackay, Queensland, with 24 years of experience in the financial services industry since 2002. Beverley is currently authorised under Professional Investment Services. Beverley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Beverley's qualifications include a Certified Financial Planner from FPA. Beverley is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
FPA
2004
Self Managed Super Fund Course
Tribeca
2010
Certified Financial Planner
FPA
2010
Margin Lending
Kaplan
Registration History
Source: ASIC Financial Advisers Register