GERARD VICTOR DONEY

Financial Adviser ยท West Perth, WA

Registered

Registration Number

000242672

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

1980

Registration Date

31/07/2014

Financial Services Licensee

NEO FINANCIAL SOLUTIONS PTY LTD

Licence #000385845

ABN (Australian Business Number)

37648522198

๐Ÿ“š Qualifications & Training

2005 - Advanced Diploma of Financial Planning - - Tribeca
2005 - Diploma of Financial Planning - - Tribeca

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.