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Financial Advisers: PAUL PETER FERLA Information

This is the detailed information about PAUL PETER FERLA, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000230281, the year the Financial Adviser first provided advice is 1975 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:10.

Financial Adviser Number: 000230281
Financial Adviser Name: PAUL PETER FERLA
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1975
  1. Financial Adviser Status: Current
    Name of the licence holder: PPF ASSET MANAGEMENT LIMITED
    Licence Number: 000229696
    Licence ABN: 87099091960
    The date the Financial Adviser commenced the appointment: 2003-06-14
    Authorised Representative Name: PPF ASSET MANAGEMENT LIMITED
    Authorised Representative Number: 000229696
    Rep Appointed ABN: 87099091960
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 1
    Fin Foreign Exchange Contracts: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, excluding IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Accounting) - Victoria Institute of Colleges ~ Bachelor of Business (Accounting) - Victoria Institute of Colleges ~ Certified Practising Accountant Accreditation - CPA Australia ~ Certified Practising Accountant Accreditation - CPA Australia ~ 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)
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ CPA Australia (CPA) ~ Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA) ~ Tax Practitioners Board (TPB) ~ Tax Practitioners Board (TPB)
  2. Financial Adviser Status: Current
    Name of the licence holder: PPF ADVISORY PTY LTD
    Licence Number: 000470793
    The date the Financial Adviser commenced the appointment: 2016-01-21
    Authorised Representative Name: PPF ADVISORY PTY LTD
    Authorised Representative Number: 000470793
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 1
    Fin Foreign Exchange Contracts: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Accounting) - Victoria Institute of Colleges ~ Bachelor of Business (Accounting) - Victoria Institute of Colleges ~ Certified Practising Accountant Accreditation - CPA Australia ~ Certified Practising Accountant Accreditation - CPA Australia ~ 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)
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ CPA Australia (CPA) ~ Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA) ~ Tax Practitioners Board (TPB) ~ Tax Practitioners Board (TPB)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.