Neale Gordon Forbes
Financial Adviser in Modbury, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260338
- Location
- Modbury SA 5092
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 30 June 2022
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2001); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Neale Gordon Forbes
Neale Gordon Forbes is a financial adviser in Modbury, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000260338.
Advice is given under the Australian financial services licence of Advice Evolution Pty Ltd, licence number 342880. That authorisation dates from 30 June 2022.
The register records 2004 as the year Neale first provided financial advice. The qualifications listed for Neale include Diploma of Financial Planning (Financial Planning Association of Australia, 2001) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Neale Gordon Forbes a registered financial adviser?
Yes. Neale Gordon Forbes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260338.
Which licensee does Neale Gordon Forbes work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Neale Gordon Forbes give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.