Mitchell John Neary – Financial Adviser
Adviser identifying number: 1249696
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: UNISON WEALTH MANAGEMENT PTY LTD
Licence number: 289621
Licensee’s ABN: 30105085612
Licence controlled by: UNISON FINANCIAL SERVICES PTY LTD ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 09/03/2016] ~ VIEPLAN PTY LTD
The date the Financial Adviser commenced the appointment: 14/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UNISON WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 289621
Authorised Representative’s ABN: 30105085612
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: SPAA Accreditation – SMSF Professional Association of Aust. & Cavendish SMSF
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Mitchell John Neary is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Retirement Savings Account Products
- Securities
- Superannuation