Financial Adviser · BRISBANE CITY, QLD

Neel Murti

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001000664

Neel Murti is a financial adviser based in Brisbane City, Queensland, with 21 years of experience in the financial services industry. Neel is currently authorised under Bridges Financial Services Pty Limited. Neel 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 Bachelor of Commerce from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

Restrictions: Superannuation - All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Commerce

Griffith University

2006

FNS50804 Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2012

FNS60404 Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Bridges Financial Services Pty Limited

Jul 2021 - Present Current

Superannuation - All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only.

Alliance Wealth Pty Ltd

Mar 2021 - Jun 2021 Ceased

Not authorised to provide advice in Self Managed Super Funds.

QINVEST LIMITED

Sep 2012 - Dec 2020 Ceased

Norfina Limited

Jan 2005 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register