Neville Ortega – Financial Adviser

Adviser identifying number: 260854
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: THE FINANCIALLINK GROUP PTY LTD
Licence number: 240938
Licensee’s ABN: 12055622967
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED

The date the Financial Adviser commenced the appointment: 14/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE FINANCIALLINK GROUP PTY LTD
Authorised Representative identifying number: 240938
Authorised Representative’s ABN: 12055622967

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: Diploma of Financial Planning FNS50611 – Financial Planning Association of Australia Limited

Relevant memberships of professional bodies or industry associations:

Neville Ortega 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 Products – Consumer Credit Insurance Only
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation / A person’s existing holding in a superannuation product
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services