Neil Wyatt – Financial Adviser
Adviser identifying number: 1001689
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991
Name of the licence holder: EQUIPSUPER FINANCIAL PLANNING PTY LTD
Licence number: 455010
Licensee’s ABN: 84124491078
Licence controlled by: EQUIPSUPER PTY LTD
The date the Financial Adviser commenced the appointment: 18/06/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUIPSUPER FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 455010
Authorised Representative’s ABN: 84124491078
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:
- Certified Financial Planner – Financial Planning Association
- Diploma of Financial Markets – Securities Institute of Australia
- Diploma of Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations:
- Association of Superannuation Funds Australia (ASFA)
- Financial Planning Association of Australia (FPA)
Neil Wyatt 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