Neville Ortega Financial Planner Report

Name:
Neville Ortega

Rep Number:
000260854

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2015-05-14 onwards

Licensee
Name:

Number:
000240938

ABN:
12 055 622 967

Controlled By:

Appointed By
Name:
The Financiallink Group Pty Ltd

Licence Number:
000240938

ABN:
12 055 622 967

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Products - Consumer Credit Insurance Only
Managed Investment Schemes, excluding IDPS
Managed Investment Schemes, including IDPS
MDA Services
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
A person's existing holding in a superannuation product

Qualifications
Financial Planning Association of Australia Limited
Diploma of Financial Planning FNS50611