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