Financial Adviser · NORTH EPPING, NSW

Neil Gearside

NORTH EPPING, NSW
26 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008413
Currently at
Green Valley, NSW (firm address)

Neil Gearside is a financial adviser based in North Epping, New South Wales, with 26 years of experience in the financial services industry since 2000. Neil is currently authorised under Chaucer Group, operating through Cloud 9 Consulting. Neil holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Neil's qualifications include a Certified Financial Planner from FPA. Neil is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1988
Bachelor of Economics
Macquarie University
2003
Diploma Financial Planning
FPA
2008
Certified Financial Planner
FPA
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Feb 2018 - Present Current
Mar 2004 - Feb 2018 Ceased
M D PHILLIPS & ASSOCIATES PTY LTD
Sep 2003 - Mar 2004 Ceased
Jan 2000 - Sep 2003 Ceased

Source: ASIC Financial Advisers Register