Neil Bartorelli – Financial Adviser
Adviser identifying number: 307511
Status: Current
Adviser’s ABN: 43921353721
The year the Financial Adviser first provided advice: 2004
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: 17/02/2012
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:
- Bachelor of Arts – Curtin University of Technology
- Graduate Diploma of Banking & Finance – Curtin University of Technology
Relevant memberships of professional bodies or industry associations: Chartered Financial Analyst Institute (CFA)
Neil Bartorelli 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