Neville Ortega
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260854
- Location
- Bundall QLD 4217
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 28 November 2023
- First provided advice
- 1991
- Qualifications
- Diploma of Financial Planning FNS50611, Financial Planning Association of Australia Limited (2003); Self Managed Superannuation Funds, Kaplan (2005); Advance Self Managed Super Funds Program, Kaplan (2014); Advanced Diploma of Financial Planning, International Institute of Technology (2020)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Neville Ortega
On the Financial Advisers Register kept by ASIC, Neville Ortega appears as a current financial adviser in Bundall, Queensland, adviser number 000260854.
Neville provides advice as an authorised representative of Loyalty Financial Services Pty Ltd, which holds Australian financial services licence 227096. The current authorisation started on 28 November 2023.
According to the register, Neville first provided financial advice in 1991. The qualifications listed for Neville include Diploma of Financial Planning FNS50611 (Financial Planning Association of Australia Limited, 2003), Self Managed Superannuation Funds (Kaplan, 2005) and Advance Self Managed Super Funds Program (Kaplan, 2014).
Neville is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Neville Ortega a registered financial adviser?
Yes. Neville Ortega is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260854.
Which licensee does Neville Ortega work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can Neville Ortega give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.