Neil Austin Sutcliffe
Financial Adviser in South Yarra, Victoria, Australia
Review Neil Austin Sutcliffe
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000259354
- Location
- South Yarra VIC 3141
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 1989
- Qualifications
- Bachelor of Arts in Combined Studies In Social Sciences, Duham University (1989); Advanced Financial Planning Certificate, CII (1992); Graduate Diploma in Applied Finance and Investment, Securities Institute Education (1997); SMSF Specialist Adviser, Self Managed Super Fund Association (2011); Ethics and Professional Relationships, QUT (2020); FPC001B Economic and Legal Context for Financial Planning, Kaplan Professional (2021)
- Memberships
- FINSIA; SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Neil Austin Sutcliffe
On the Financial Advisers Register kept by ASIC, Neil Austin Sutcliffe appears as a current financial adviser in South Yarra, Victoria, adviser number 000259354.
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. That authorisation dates from 10 March 2004.
According to the register, Neil first provided financial advice in 1989. The qualifications listed for Neil include Bachelor of Arts in Combined Studies In Social Sciences (Duham University, 1989), Advanced Financial Planning Certificate (CII, 1992) and Graduate Diploma in Applied Finance and Investment (Securities Institute Education, 1997). Neil is recorded as a member of FINSIA and SMSF Association.
Neil is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Neil Austin Sutcliffe here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Neil Austin Sutcliffe a registered financial adviser?
Yes. Neil Austin Sutcliffe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259354.
Which licensee does Neil Austin Sutcliffe work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Neil Austin Sutcliffe 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; standard margin lending; derivatives; managed discretionary account services.