HomeFinancial AdvisersGerard Victor Doney – Financial Adviser

Gerard Victor Doney – Financial Adviser

Adviser identifying number: 242672
Status: Current
Adviser’s ABN: 37648522198
The year the Financial Adviser first provided advice: 1980

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: 31/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEO FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 000385845
Authorised Representative’s ABN: 64141607098

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

  • Advanced Diploma of Financial Planning – Tribeca
  • Diploma of Financial Planning – Tribeca

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Gerard Victor Doney 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
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