Neil Watson Financial Planner Report

Name:
Neil Andrew Watson

Rep Number:
000249999

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2016-07-02 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
The Planning Room Pty Ltd

Licence Number:
001243698

ABN:
64 158 621 991

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
KAPLAN Professional Education
Advanced Diploma of Financial Services (Financial Planning)
KAPLAN Professional Education
Licensee Accrediation - Self Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)