THOMAS PATRICK NEYLAN
Financial Adviser · Kippa-Ring, QLD
📚 Qualifications & Training
2003 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2019 - Economic and Legal Context for Financial Planning FPC001B - Other - Kaplan Professional
2020 - Tax and Commercial Law for Financial Planning - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.