Financial Adviser · MAROOCHYDORE, QLD

Tracey Ann Ferguson

MAROOCHYDORE, QLD
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000331902
Currently at
Maroochydore, QLD (firm address)

Tracey Ann Ferguson is a financial adviser based in Maroochydore, Queensland, with 28 years of experience in the financial services industry since 1998. Tracey is currently authorised under Putting Planning Into Practice. Tracey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tracey's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Tracey is a member of Financial Advice Association of Australia (FAAA) and Financial Advice Association of Australia (FAAA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2015
Graduate Certificate in Business Administration
University of the Sunshine Coast
2018
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
ASX Listed Products Accreditation Course (LPAC)
LPAC Online
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jul 2021 - Present Current
Apr 2018 - Jun 2021 Ceased
Feb 2018 - Mar 2018 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Sep 2011 - May 2016 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Nov 2008 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register