Neale Allan Wallace – Financial Adviser
Adviser identifying number: 402644
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: POLITIS INVESTMENT STRATEGIES PTY LTD
Licence number: 253125
Licensee’s ABN: 71106823241
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/04/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WALLACE BUSINESS GROUP PTY LIMITED
Authorised Representative identifying number: 402643
Authorised Representative’s ABN: 44097394833
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 Business – UTS Sydney
- Diploma in Financial Planning – Kaplan Professional
- Self Managed Superannuation Funds Statement of Attainment – Kaplan Professional
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Neale Allan Wallace is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / MDA Services
- Superannuation
- All Securities