Financial Adviser · CANBERRA, ACT

Neil James Speirs

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000424857

Neil James Speirs is a financial adviser based in Canberra, Australian Capital Territory, with 14 years of experience in the financial services industry. Neil is currently authorised under Guideway Financial Services Pty Ltd. Neil holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Neil 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

Restrictions: Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised

Authorised to provide tax financial advice services

Qualifications and Training

2012
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2014
FNS60410 Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Dec 2021 - Present Current
Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
Aug 2019 - Dec 2021 Ceased
Mar 2018 - Jul 2019 Ceased
Not authorised to provide advice for Self-Managed Super Fund
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Apr 2015 - Feb 2018 Ceased
May 2013 - Mar 2015 Ceased
Jan 2013 - Apr 2013 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Jul 2012 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register