GREGORY REECE MEYERS

Licensee: NEO FINANCIAL SOLUTIONS PTY LTD

GREGORY REECE MEYERS (Adviser# 000284218) 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 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name GREGORY REECE MEYERS
Adviser Number 000284218
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000385845
NEO FINANCIAL SOLUTIONS PTY LTD
Licence ABN 64141607098
Adviser Start Date 2017-02-01
Appointing Representative Name INTEGRAL WEALTH PTY LTD
Appointing Representative Number 001251600
Appointing Representative ABN 98616587298
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • GREGORY REECE MEYERS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Finance) Edith Cowan University
Certified Financial Planner FPA
Diploma of Financial Planning FPA
Margin Lending & Geared Investments Kaplan
Self Managed Super Funds Financial Essentials

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000385845 NEO FINANCIAL SOLUTIONS PTY LTD 2017-02-01 - INTEGRAL WEALTH PTY LTD
000385845 NEO FINANCIAL SOLUTIONS PTY LTD 2014-12-22 - 2017-01-31 NEO FINANCIAL SOLUTIONS PTY LTD
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2012-01-06 - 2014-12-22 GREGORY REECE MEYERS
000227748 SENTRY ADVICE PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2007-07-12 - 2011-12-22 GREGORY REECE MEYERS

Licensee Information

Licence Name NEO FINANCIAL SOLUTIONS PTY LTD
Licence Number 000385845
Licence ABN 64141607098

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAMIAN PETER CAVENEY Neo Financial Solutions Pty Ltd Current 2018-07-01
BRENDON HUNT Neo Financial Solutions Pty Ltd Current 2018-06-27
WAYNE ANTHONY DUNCAN Neo Financial Solutions Pty Ltd Current 2018-02-15
JAGMOHAN SINGH Neo Financial Solutions Pty Ltd Ceased 2018-02-09
DOMENICO PAUL COSTANZO Neo Financial Solutions Pty Ltd Current 2017-11-30
PETER JIANCHAO XU Neo Financial Solutions Pty Ltd Current 2017-11-27
GREGG KRISTIAN WATTS Neo Financial Solutions Pty Ltd Current 2017-10-09
JEROME HANS PAUL WARE ORR-YOUNG Neo Financial Solutions Pty Ltd Current 2017-09-20
ANTONIO GIUSEPPE RACCUIA Neo Financial Solutions Pty Ltd Current 2017-08-09
SIMON JOHNS Neo Financial Solutions Pty Ltd Current 2017-07-06

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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.