Financial Adviser
· SOUTH YARRA, VIC
Neil Austin Sutcliffe
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259354
Neil Austin Sutcliffe is a financial adviser based in South Yarra, Victoria, with 37 years of experience in the financial services industry. Neil is currently authorised under Morgans Financial Limited. Neil 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 Arts in Combined Studies In Social Sciences from Duham University. Neil is a member of FINSIA and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1989
Bachelor of Arts in Combined Studies In Social Sciences
Duham University
1992
Advanced Financial Planning Certificate
CII
1997
Graduate Diploma in Applied Finance and Investment
Securities Institute Education
2011
SMSF Specialist Adviser
Self Managed Super Fund Association
2020
Ethics and Professional Relationships
Ethics - QUT
2021
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional