Neil Purcell – Financial Adviser

Adviser identifying number: 1004384
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: QUEENSLAND LOCAL GOVERNMENT SUPERANNUATION BOARD
Licence number: 230511
Licensee’s ABN: 23053121564
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: QUEENSLAND LOCAL GOVERNMENT SUPERANNUATION BOARD
Authorised Representative identifying number: 000230511
Authorised Representative’s ABN: 23053121564

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 (Accounti – QIT/QUT
  • CFP Certification Program – FPA
  • CFP? Certification Program – FPA
  • Graduate Diploma in Financial Planning – Securities Institute/FINSIA
  • Margin Lending and Geared Investments – Kaplan Professional
  • TASA and the TPB Code of Professional Conduct – The Tax Institute

Relevant memberships of professional bodies or industry associations:

  • FINSIA
  • Financial Planning Association of Australia (FPA)
  • SMSF Association
  • The Tax Institute

Neil Purcell is authorised to provide advices on following products:

  • Superannuation