Financial Adviser
· KEW EAST, VIC
Jose Manuel Mingo
No disciplinary history on record with ASIC
KEW EAST,
VIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248274
About Jose Manuel Mingo
Jose Manuel Mingo is a financial adviser based in Kew East, Victoria, with 36 years of experience in the financial services industry since 1990. Jose is currently authorised under Nextplan Financial. Jose holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jose's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Jose is a member of Accredited Aged Care Professional and SMSF Association.
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
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2015
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register