Neil Mackay

Name
Neil Mackay
ID
263973
ABN
–
First Provided Advice
1998

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1996 - Advanced Dipolma in Accounting - - NSW Tafe
  • 2002 - Diploma of Financial Planning - - Deakin University
  • 2004 - ASX Brokers Exam - - Securities Institute
  • 2004 - Anti-Money Laundering/Counter Terrorism Financing E-Learning - - MFAA
  • 2005 - Certificate in Applied SMSF Advice - - Tower Trust
  • 2011 - Margin Lending & Geared Investments - Other - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • ATAA - Australian Technical Analysts Association
  • Association of Independently Owned Financial Professionals (AIOFP)
  • FINSIA - Financial Services Institute
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Current
Licence Holder
First Mutual Australia Pty ltd (#423710)
Commenced
Aug. 3, 2018

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Integrity Financial Planners Pty. Ltd. (#225051)
Commenced
Sept. 1, 2011
Ceased
March 9, 2012
Status
Ceased
Licence Holder
Ipraxis Pty Ltd (#329337)
Commenced
July 1, 2016
Ceased
Aug. 3, 2018
Status
Ceased
Licence Holder
Kilara Financial Solutions Pty Ltd (#244530)
Commenced
March 5, 2012
Ceased
May 6, 2016
Status
Ceased
Licence Holder
Wealthsure Pty Ltd (#238030)
Commenced
Oct. 1, 2009
Ceased
Aug. 31, 2011