Financial Adviser
· BUNDALL, QLD
Neville Ortega
No disciplinary history on record with ASIC
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260854
Neville Ortega is a financial adviser based in Bundall, Queensland, with 35 years of experience in the financial services industry. Neville is currently authorised under Loyalty Financial Services Pty Ltd. Neville 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 Advanced Diploma of Financial Planning from International Institute of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning FNS50611
Financial Planning Association of Australia Limited
2005
Self Managed Superannuation Funds
Kaplan
2014
Advance Self Managed Super Funds Program
Kaplan
2020
Advanced Diploma of Financial Planning
International Institute of Technology
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Standard Margin Lending
DOVER FINANCIAL ADVISERS PTY LTD
AFFINIA FINANCIAL ADVISERS PTY LTD
GUARDIANFP PTY LIMITED
AAA FINANCIAL INTELLIGENCE LTD
Source: ASIC Financial Advisers Register