Financial Adviser
· SYDNEY, NSW
Ellen Louise Ferris
No disciplinary history on record with ASIC
SYDNEY,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000238228
About Ellen Louise Ferris
Ellen Louise Ferris is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry since 1998. Ellen is currently authorised under Newell Palmer Securities. Ellen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ellen's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Ellen is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Economics (Hons)
University of New England
2000
Diploma of Financial Planning
Deakin University/ Financial Planning Association
2001
Certified Financial Planner
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
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
AVENUE CAPITAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register