NEIL MACKAY
Financial Adviser ยท East Albury, NSW
๐ Qualifications & Training
1996 - Advanced Dipolma in Accounting - - NSW Tafe
2002 - Diploma of Financial Planning - - Deakin University
2004 - ASX Brokers Exam - - Securities Institute
2004 - Anti-Money Laundering/Counter Terrorism Financing E-Learning - - MFAA
2005 - Certificate in Applied SMSF Advice - - Tower Trust
2011 - Margin Lending & Geared Investments - Other - Kaplan
๐ข Professional Memberships
ATAA - Australian Technical Analysts Association
Association of Independently Owned Financial Professionals (AIOFP)
FINSIA - Financial Services Institute
Financial Advice Association of Australia (FAAA)
โน๏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.