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: KINGS ROAD GROUP PTY LIMITED
Licence number: 460940
Licensee’s ABN: 75165392889
Licence controlled by:
The date the Financial Adviser commenced the appointment: 08/11/2016
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:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Foreign Exchange Contracts
- 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation