Sean McNeill
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000240
- Location
- Bundall QLD 4217
- Licensee
- Future Assist Financial Services Group Pty Ltd (AFSL 413674); Future Wealth Advisory Pty Ltd (AFSL 536301)
- Authorised since
- 5 March 2012
- First provided advice
- 2012
- Qualifications
- Bachelor of Science with Second Class Honours (Upper Division) in Mathematics with Economics, University of Southampton (1993); Diploma of Financial Services (Financial Planning), RG146 Training Australia (2011); Self Managed Superannuation Funds, Monarch Institute (2014); Advanced Diploma of Financial Planning, Monarch Institute (2015); FChFP, Association of Financial Advisers (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sean McNeill
Sean McNeill is a financial adviser in Bundall, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001000240.
Sean provides advice as an authorised representative of Future Assist Financial Services Group Pty Ltd, which holds Australian financial services licence 413674. The register also lists Future Wealth Advisory Pty Ltd (licence 536301). The current authorisation started on 5 March 2012.
The register records 2012 as the year Sean first provided financial advice. Qualifications and training on file include Bachelor of Science with Second Class Honours (Upper Division) in Mathematics with Economics (University of Southampton, 1993), Diploma of Financial Services (Financial Planning) (RG146 Training Australia, 2011) and Self Managed Superannuation Funds (Monarch Institute, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Sean is authorised to advise 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 Sean McNeill a registered financial adviser?
Yes. Sean McNeill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000240.
Which licensee does Sean McNeill work under?
Future Assist Financial Services Group Pty Ltd, Australian financial services licence 413674 and Future Wealth Advisory Pty Ltd, Australian financial services licence 536301.
What can Sean McNeill give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.