Stephen Gaius White – Financial Adviser

Adviser identifying number: 236541
Status: Current
Adviser’s ABN: 19483464864
The year the Financial Adviser first provided advice: 1990

Name of the licence holder: NEO FINANCIAL SOLUTIONS PTY LTD
Licence number: 385845
Licensee’s ABN: 64141607098
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/02/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEO FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 385845
Authorised Representative’s ABN: 64141607098

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: Diploma of Financial Planning – FPA

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

Stephen Gaius 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
  • Superannuation