Financial Adviser
· NELSON BAY, NSW
John Vincent Morello
No disciplinary history on record with ASIC
NELSON BAY,
NSW
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246078
About John Vincent Morello
John Vincent Morello is a financial adviser based in Nelson Bay, New South Wales, with 35 years of experience in the financial services industry since 1991. John is currently authorised under Count Financial Limited, operating through Count Financial. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Certified Financial Planner (CFP) Certification 1-4 Program from Financial Planning Association of Australia (FPA).
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 (CFP) Certification 1-4 Program
Financial Planning Association of Australia (FPA)
2019
Regulatory Guide 146
Financial Education Professionals
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register