Neel Murti
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000664
- Location
- Brisbane City QLD 4000
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 20 July 2021
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, Griffith University (2001); FNS50804 Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2006); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Superannuation - All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Neel Murti
Neel Murti is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001000664.
Neel provides advice as an authorised representative of Bridges Financial Services Pty Limited, which holds Australian financial services licence 240837. The current authorisation started on 20 July 2021.
The register records 2005 as the year Neel first provided financial advice. The qualifications listed for Neel include Bachelor of Commerce (Griffith University, 2001), FNS50804 Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2006) and FNS60404 Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only.”
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Questions people ask
Is Neel Murti a registered financial adviser?
Yes. Neel Murti is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000664.
Which licensee does Neel Murti work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Neel Murti give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Superannuation - All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only."