Financial Adviser · NELSON BAY, NSW

John Vincent Morello

35 Years experience
Tax advice
authorised
ASIC Registered · ADV 000246078

John Vincent Morello is a financial adviser based in Nelson Bay, New South Wales, with 35 years of experience in the financial services industry. John is currently authorised under Oracle Advisory Group Pty. Ltd.. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John holds a Certified Financial Planner from Financial Planning Association of Australia. John is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).

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

2000
Certified Financial Planner
Financial Planning Association of Australia

Registration History

Mar 2023 - Present Current
May 2022 - Mar 2023 Ceased
Oct 2020 - Apr 2022 Ceased
Dec 2019 - Oct 2020 Ceased
Jul 2019 - Dec 2019 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Jan 2017 - Jul 2019 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Jun 2013 - Jan 2017 Ceased
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform

Source: ASIC Financial Advisers Register