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- Financial Advisers Australia (FAA)
- Ellen Louise Ferris
Ellen Louise Ferris
- Name
- Ellen Louise Ferris
- ID
- 238228
- ABN
- –
- First Provided Advice
- 1998
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1995 - Bachelor of Economics (Hons) - Bachelor Honours Degree (AQF 8) - University of New England
- 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University/ Financial Planning Association
- 2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
- 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
- 2013 - Self Managed Superannuation Funds - - Kaplan Professional Education
- 2025 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
- 2025 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Current
- Licence Holder
- Newell Palmer Securities Pty ltd (#229264)
- Commenced
- July 16, 2018
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Avenue Capital Management Pty Ltd (#232406)
- Commenced
- Oct. 1, 2003
- Ceased
- June 29, 2012
- Status
- Ceased
- Licence Holder
- Lonsdale Financial Group Pty Ltd (#246934)
- Commenced
- June 30, 2012
- Ceased
- Feb. 29, 2016
- Status
- Ceased
- Licence Holder
- Macquarie Equities Limited (#237504)
- Commenced
- Sept. 6, 2017
- Ceased
- May 17, 2018
- Status
- Ceased
- Licence Holder
- The Wealth Partnership Pty Ltd (#303000)
- Commenced
- March 1, 2016
- Ceased
- Aug. 4, 2017