Paul Peter Ferla – Financial Adviser

Adviser identifying number: 230281
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1975

Name of the licence holder: PPF ADVISORY PTY LTD
Licence number: 470793
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PPF ADVISORY PTY LTD
Authorised Representative identifying number: 470793
Authorised Representative’s ABN:

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:

  • Bachelor of Business (Accounting) – Victoria Institute of Colleges
  • Bachelor of Business (Accounting) – Victoria Institute of Colleges
  • Diploma of Financial Services – Carlyle Education Pty Ltd
  • Diploma of Financial Services – Carlyle Education Pty Ltd
  • Graduate Diploma of Taxation – Royal Melbourne Institute of Technology (RMIT)
  • Graduate Diploma of Taxation – Royal Melbourne Institute of Technology (RMIT)
  • Master of Accountancy – Royal Melbourne Institute of Technology (RMIT)
  • Master of Accountancy – Royal Melbourne Institute of Technology (RMIT)

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)
  • Registered Tax Agent
  • Registered Tax Agent

Paul Peter Ferla is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Foreign Exchange Contracts
  • 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