NEVILLE ORTEGA
Financial Adviser · Bundall, QLD
📚 Qualifications & Training
2003 - Diploma of Financial Planning FNS50611 - - Financial Planning Association of Australia Limited
2005 - Self Managed Superannuation Funds - - Kaplan
2014 - Advance Self Managed Super Funds Program - - Kaplan
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
ℹ️ 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.