Financial Adviser
· MELBOURNE, VIC
Neal Patrick Dunne
No disciplinary history on record with ASIC
MELBOURNE,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334156
Licensee
Melbourne, VIC (licence address on ASIC register)
About Neal Patrick Dunne
Neal Patrick Dunne is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Neal is currently authorised under Partners Wealth Group Financial Advice. Neal holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Neal's qualifications include a CFP from Financial Planning Association. Neal is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Diploma of Financial Planning
Financial Planning Association
1997
Bachelor Of Business
RMIT
1997
CFP
Financial Planning Association
2009
SMSF Specialist Advisor
SPAA