Sean Mcneill – Financial Adviser

Adviser identifying number: 1000240
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD
Licence number: 413674
Licensee’s ABN: 24151337843
Licence controlled by: Future Assist Group Holdings Pty Ltd ~ SANSAN INVESTMENTS PTY LTD [Date Ceased: 10/01/2017]

The date the Financial Adviser commenced the appointment: 05/03/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD
Authorised Representative identifying number: 413674
Authorised Representative’s ABN: 24151337843

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:

  • Advanced Diploma of Financial Planning – Monarch Institute
  • Bachelor of Science with Second Class Honours (Upper Division) in Mathematics with Economics – University of Southampton
  • Certificate IV in Financial Services (Accounting) – Open Colleges
  • Diploma of Financial Services (Financial Planning) – RG146 Training Australia
  • Self Managed Superannuation Funds – Monarch Institute

Relevant memberships of professional bodies or industry associations:

Sean Mcneill is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility