Neil Austin Sutcliffe – Financial Adviser

Adviser identifying number: 259354
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: MORGANS FINANCIAL LIMITED
Licence number: 235410
Licensee’s ABN: 49010669726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGANS FINANCIAL LIMITED
Authorised Representative identifying number: 235410
Authorised Representative’s ABN: 49010669726

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 Arts in Combined Studies In Social Sciences – Duham University
  • Estate Planning Course – EstPlan
  • Graduate Diploma in Applied Finance and Investment – Securities Institute Education
  • SMSF Specialist Adviser – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations:

  • FINSIA
  • SMSF Association

Neil Austin Sutcliffe is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services