Neville Ortega
Financial Adviser
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About
Neville Ortega is an ASIC-registered financial advisor based in Bundall, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid foundation built upon a Diploma of Financial Planning from the Financial Planning Association of Australia Limited (2003), Neville has continually expanded his expertise through advanced studies, including Self Managed Superannuation Funds training from Kaplan (2005) and an Advanced Diploma of Financial Planning from the International Institute of Technology (2020). Neville is authorized to provide advice on a range of financial products, ensuring clients receive well-rounded support for their financial needs. His advice covers superannuation, insurance, and retirement planning, including Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. Key services offered include: • Superannuation advice • Retirement planning • Insurance solutions • Investment guidance Ready to take control of your financial future? Contact Neville today to schedule a consultation and discover how personalized financial advice can make a difference in achieving your long-term objectives.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Neville Ortega provide?
Neville Ortega specializes in providing advice related to superannuation, retirement planning, and various insurance products, including Investment Life Insurance and Life Risk Insurance. He can help you create a comprehensive plan to achieve your financial goals.
What qualifications does Neville Ortega have?
Neville holds a Diploma of Financial Planning from the Financial Planning Association of Australia Limited, has completed training in Self Managed Superannuation Funds from Kaplan, and possesses an Advanced Diploma of Financial Planning from the International Institute of Technology.
How can Neville Ortega help me with my superannuation?
Neville can provide expert advice on optimizing your superannuation contributions, selecting appropriate investment options within your super fund, and planning for a comfortable retirement. He stays up-to-date with the latest superannuation rules and regulations to ensure you receive the best possible guidance.
What is the process for working with Neville Ortega?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Neville will then develop a personalized financial plan tailored to your specific needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
What should I expect during my first meeting with Neville Ortega?
During your first meeting, you can expect a friendly and professional environment where you can openly discuss your financial concerns and aspirations. Neville will ask questions to gain a clear understanding of your current situation and what you hope to achieve. This meeting is an opportunity for you to get to know Neville and determine if he is the right financial advisor for you.
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