Financial Adviser
· BALLAJURA, WA
Neil Costley
No disciplinary history on record with ASIC
BALLAJURA,
WA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000455032
About Neil Costley
Neil Costley is a financial adviser based in Ballajura, Western Australia, with 12 years of experience in the financial services industry since 2014. Neil is currently authorised under Synchron Advice. 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 Master of Business Administration from The University of Western Australia. 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
1994
Graduate Diploma of Business (Professional Accounting)
Edith Cowan University
1998
Master of Business Administration
The University of Western Australia
2014
Cavendish & ICFS Specialist SMSF Course
Cavendish Superannuation Pty Ltd
2015
Diploma of Financial Planning
International Institute of Technology
2020
Advanced Diploma of Financial Planning
International Institute of Technology
2021
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register