Craig Alexandra Holding – Financial Adviser

Adviser identifying number: 252764
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: NEO FINANCIAL SOLUTIONS PTY LTD
Licence number: 385845
Licensee’s ABN: 64141607098
Licence controlled by:

The date the Financial Adviser commenced the appointment: 10/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN EXPATRIATE SERVICES PTY LTD
Authorised Representative identifying number: 1234389
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Planning – Tribeca
• Bachelor of Commerce (Finance & Marketing) – Curtin
• Diploma of Financial Planning – FPA

Relevant memberships of professional bodies or industry associations:

Craig Alexandra Holding is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation