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Loyalty Financial Services

Neville Ortega

Neville Ortega
Neville Ortega

Company Details

Company
Strategic Wealth Group

Introduction

Neville Ortega is the founder of Strategic Wealth Group, based in Bundall on the Gold Coast, with over 25 years’ experience in wealth management since 1991. He holds an Advanced Diploma of Financial Planning, an SMSF specialist accreditation, and is a Registered Tax (Financial) Adviser. Neville helps business owners, professionals and their families with asset protection, estate planning, retirement strategies, SMSFs and tax-efficient wealth creation.

Contact

Address
2 Corporate Court, Bundall QLD 4217, Australia
Mobile

Licensee

Licensee
Loyalty Financial Services Pty Ltd, AFSL 227096

Location

2 Corporate Court, Bundall QLD 4217, Australia

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