Rene Ferris – Financial Adviser

Adviser identifying number: 429295
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: TREND INVESTOR SERVICES PROPRIETARY LIMITED
Licence number: 255475
Licensee’s ABN: 65061768670
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KINGS ROAD WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 428987
Authorised Representative’s ABN: 72160264237

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Derivatives Module – Kaplan
• Derivatives Module – Kaplan
• Diploma of Financial Planning – Kaplan
• Diploma of Financial Planning – Kaplan
• Foreign Exchange module – Kaplan
• Foreign Exchange module – Kaplan

Relevant memberships of professional bodies or industry associations:

Rene Ferris is authorised to provide advices on following products:

• Derivatives
• Foreign Exchange Contracts
• Managed Investment Schemes / MDA Services