Financial Adviser
· MAITLAND, NSW
Christopher James Neal
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263815
Christopher James Neal is a financial adviser based in Maitland, New South Wales, with 24 years of experience in the financial services industry. Christopher is currently authorised under Ri Advice Group Pty Ltd. Christopher 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Christopher 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business (Marketing)
The University of Newcastle
2000
Bachelor of Economics (Money, Banking, Trade and Finance)
The University of Newcastle
2004
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2007
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2007
Certified Financial Planner
Financial Planning Association of Australia Limited
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2015
Accredited Listed Product Adviser Program
Kaplan Professional Education