Financial Adviser · TOOWONG, QLD

Neal Robert Boundy

26 Years experience

Tax advice
authorised

Currently at

Brisbane Adelaide Street, QLD

View firm profile

ASIC Registered · ADV 000440976

Neal Robert Boundy is a financial adviser based in Toowong, Queensland, with 26 years of experience in the financial services industry. Neal is currently authorised under Hunter Green Pty Ltd. Neal 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 FINSIA Education (Kaplan Professional). Neal 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 Margin Lending

Restrictions: For Securities the authorisation is restricted to dealing and general advice only, no personal advice

Authorised to provide tax financial advice services

Qualifications and Training

2008

Graduate Diploma of Financial Planning

FINSIA Education (Kaplan Professional)

2014

Tier1: (928) Margin Lending

Kaplan Professional

Registration History

Hunter Green Pty Ltd

Mar 2020 - Present Current

For Securities the authorisation is restricted to dealing and general advice only, no personal advice

Financial Wisdom Limited

Jun 2013 - Mar 2020 Ceased

Not authorised to provide personal advice on Securities.

NUMBER ONE CLIENT PTY. LTD.

Mar 2010 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register