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- Financial Advisers Australia (FAA)
- Neville Ortega
Neville Ortega
- Name
- Neville Ortega
- ID
- 260854
- ABN
- –
- First Provided Advice
- 1991
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2003 - Diploma of Financial Planning FNS50611 - - Financial Planning Association of Australia Limited
- 2005 - Self Managed Superannuation Funds - - Kaplan
- 2014 - Advance Self Managed Super Funds Program - - Kaplan
- 2020 - Advance Financial Diploma - Advanced Diploma (AQF 6) - International Institute of Technology
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Australian Mortgage And Financial Advisers Pty Ltd (#389206)
- Commenced
- Sept. 5, 2023
- Ceased
- Nov. 27, 2023
- Status
- Ceased
- Licence Holder
- Nextgen Financial Group Pty Ltd (#240938)
- Commenced
- May 14, 2015
- Ceased
- Sept. 5, 2023
- Status
- Current
- Licence Holder
- Lfg Financial Services ltd (#227096)
- Commenced
- Nov. 28, 2023
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
- Aaa Financial Intelligence Ltd (#312478)
- Commenced
- Sept. 1, 2009
- Ceased
- Feb. 14, 2013
- Status
- Ceased
- Licence Holder
- Affinia Financial Advisers Limited (#237857)
- Commenced
- July 16, 2014
- Ceased
- Sept. 16, 2014
- Status
- Ceased
- Licence Holder
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- Oct. 29, 2014
- Ceased
- Dec. 28, 2015
- Status
- Ceased
- Licence Holder
- Guardianfp Pty Limited (#237641)
- Commenced
- Feb. 15, 2013
- Ceased
- July 1, 2014