Ellen Louise Ferris – Financial Adviser

Adviser identifying number: 238228
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: THE WEALTH PARTNERSHIP PTY LTD
Licence number: 303000
Licensee’s ABN: 67119153043
Licence controlled by: RAMSHEAD INVESTORS PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE WEALTH PARTNERSHIP PTY LTD
Authorised Representative identifying number: 303000
Authorised Representative’s ABN: 67119153043

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

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Economics (Hons) – University of New England
  • Diploma of Financial Planning – Deakin University/ Financial Planning Association
  • Listed Product Accreditation Course – LPAC Online
  • Margin Lending and Geared Investments – Kaplan Professional Education
  • Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Ellen Louise Ferris is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility