Ian Neale Financial Planner Report

Name:
Ian Kirk Neale

Rep Number:
000264233

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2013-05-01 onwards

Location:
Newcastle, , NSW, 0

Licensee
Name:

Number:
000433814

ABN:
22 160 682 879

Appointed By
Name:
Cutcher & Neale Financial Services Pty Ltd

Licence Number:
000433814

ABN:
22 160 682 879

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Newcastle
Bachelor of Commerce
Financial Planning Association of Australia
Certified Financial Planner
Institute of Chartered Accountants
Chartered Accountant
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
SMSF Association