NEIL BARTORELLI


Licensee: GOLD FINANCIAL PTY LTD

NEIL BARTORELLI (Adviser# 000307511) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 17, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name NEIL BARTORELLI
Adviser Number 000307511
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 43921353721
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000291389
GOLD FINANCIAL PTY LTD
Licence ABN 50113653946
Adviser Start Date 2012-02-17
Appointing Representative Name GOLD FINANCIAL PTY LTD
Appointing Representative Number 000291389
Appointing Representative ABN 50113653946
Memberships Chartered Financial Analyst Institute (CFA)
Further Restrictions Gold Financial does not allow me to provide advice in specific consumer credit assistance, general insurance, self managed superannuation funds, credit, securities and margin lending

Authorisations to provide financial product advice

  • NEIL BARTORELLI
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Arts Curtin University of Technology
Graduate Diploma of Banking & Finance Curtin University of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000291389 GOLD FINANCIAL PTY LTD
Further restrictions: Gold Financial does not allow me to provide advice in specific consumer credit assistance, general insurance, self managed superannuation funds, credit, securities and margin lending
2012-02-17 - GOLD FINANCIAL PTY LTD
000311396 FOUR POINTS FINANCIAL SERVICES PTY LTD
Licence controlled by: DAVID MEEK ~ IAN LEWIS
2007-12-04 - 2012-02-17
000297239 A.C.N. 116 900 362 LIMITED 2006-11-13 - 2007-11-13

Licensee Information

Licence Name GOLD FINANCIAL PTY LTD
Licence Number 000291389
Licence ABN 50113653946

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN TOOHEY Gold Financial Pty Ltd Current 2018-06-18
ANDREW MACIEJEWSKI Gold Financial Pty Ltd Current 2018-06-15
MICHAEL ALOYSIUS MARTIN Gold Financial Pty Ltd Current 2015-05-15
MARLON ANTHONY JUDE LA BROOY Gold Financial Pty Ltd Ceased 2014-12-19
DAVID PAUL TOOHEY Gold Financial Pty Ltd Current 2013-07-24
ROSELLA MAMONE Gold Financial Pty Ltd Current 2013-01-16
RAMKRISHNA VAGULABARANAN Gold Financial Pty Ltd Ceased 2012-08-30
BEN STEVENS Gold Financial Pty Ltd Ceased 2012-07-02
CEDRIC FORD Gold Financial Pty Ltd Ceased 2011-09-26
DAVID PAUL THURBON Gold Financial Pty Ltd Current 2011-04-29

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.