ELLEN LOUISE FERRIS

Financial Adviser · Sydney, NSW

Registered

Registration Number

000238228

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1998

Registration Date

16/07/2018

Financial Services Licensee

NEWELL PALMER SECURITIES PTY LTD

Licence #000229264

📚 Qualifications & Training

1995 - Bachelor of Economics (Hons) - Bachelor Honours Degree (AQF 8) - University of New England
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University/ Financial Planning Association
2001 - Certified Financial Planner - Professional Designations - 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 - Certificate (AQF 1-4) - Kaplan Professional
2025 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.