NEIL COSTLEY

Financial Adviser ยท Ballajura, WA

Registered

Registration Number

000455032

Registration Status

Registered

Location

Ballajura, WA 6066

Providing Advice Since

2014

Registration Date

01/04/2019

Financial Services Licensee

SYNCHRON ADVICE PTY LTD

Licence #000243313

๐Ÿ“š Qualifications & Training

1994 - Graduate Diploma of Business (Professional Accounting) - Graduate Diploma (AQF 8) - Edith Cowan University
1998 - Master of Business Administration - Masters Degree (AQF 9) - The University of Western Australia
2014 - Cavendish & ICFS Specialist SMSF Course - Other - Cavendish Superannuation Pty Ltd
2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
2021 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.