Financial Adviser
· MELBOURNE, VIC
Marco Longo
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005843
Marco Longo is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry. Marco is currently authorised under Cumulus Wealth Pty Ltd. Marco holds authorisations to advise on managed investments, securities, deposit products and margin lending, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Curtin University of Technology. Marco is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
ASIC PS146 Compliance (Securities and Managed Investments)
Securities and Derivatives Industry Association
2008
Bachelor of Commerce
Curtin University of Technology
2010
Margin Lending
Stockbrokers Association of Australia
2011
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
Registration History
Source: ASIC Financial Advisers Register