Neil Costley
Financial Adviser in Ballajura, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000455032
- Location
- Ballajura WA 6066
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 1 April 2019
- First provided advice
- 2014
- Qualifications
- Graduate Diploma of Business (Professional Accounting), Edith Cowan University (1994); Master of Business Administration, The University of Western Australia (1998); Cavendish & ICFS Specialist SMSF Course, Cavendish Superannuation Pty Ltd (2014); Diploma of Financial Planning, International Institute of Technology (2015); Advanced Diploma of Financial Planning, International Institute of Technology (2020); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Neil Costley
Neil Costley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballajura, Western Australia (adviser number 000455032).
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. That authorisation dates from 1 April 2019.
According to the register, Neil first provided financial advice in 2014. Qualifications and training on file include Graduate Diploma of Business (Professional Accounting) (Edith Cowan University, 1994), Master of Business Administration (The University of Western Australia, 1998) and Cavendish & ICFS Specialist SMSF Course (Cavendish Superannuation Pty Ltd, 2014). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Neil Costley a registered financial adviser?
Yes. Neil Costley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000455032.
Which licensee does Neil Costley work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Neil Costley 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.