Chris Neate – Financial Adviser
Adviser identifying number: 1241151
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: ESCALA WEALTH MANAGEMENT PTY LTD
Licence number: 456207
Licensee’s ABN: 30162573828
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESCALA PARTNERS LIMITED
Authorised Representative identifying number: 439722
Authorised Representative’s ABN: 74155884236
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: Bachelor of Commerce – Monash University
Relevant memberships of professional bodies or industry associations:
Chris Neate is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation