Ned Schepis – Financial Adviser
Adviser identifying number: 240704
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989
Name of the licence holder: GOLD FINANCIAL PTY LTD
Licence number: 291389
Licensee’s ABN: 50113653946
Licence controlled by:
The date the Financial Adviser commenced the appointment: 19/06/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOLD FINANCIAL PTY LTD
Authorised Representative identifying number: 291389
Authorised Representative’s ABN: 50113653946
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:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Ltd
- Diploma of Financial Planning – Financial Planning Association of Australia Ltd
- Finance Broking (Including WA Supplement) – Tribeca Learning (Aust) Pty Ltd
- Financial Plan Construction & Review – Tribeca Learning (Aust) Pty Ltd
- Self Managed Superannuation Funds – Tribeca Learning (Aust) Pty Ltd
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Ned Schepis is authorised to provide advices on following products:
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility