Neil John White – Financial Adviser

Adviser identifying number: 230990
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence number: 230323
Licensee’s ABN: 65006373995
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 21/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONSULTUM FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 230323
Authorised Representative’s ABN: 65006373995

Disciplinary actions start date against the Financial Adviser: 22/06/2000
Disciplinary actions end date against the Financial Adviser: 21/06/2003
Disciplinary action type: Enforceable undertaking accepted on 22 June 2000 to appoint an independent consultant.

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
  • Diploma Financial Planning (DFP) – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Neil John White is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility