Financial Adviser
· MELBOURNE, VIC
Nick Cannatello
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002989
Nick Cannatello is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry. Nick is currently authorised under Bridges Financial Services Pty Limited. Nick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Nick is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business (Marketing)
Royal Melbourne Institute of Technology (RMIT)
2003
Advanced Diploma of Financial Services (Financial Planning) FNB60402
GWM Adviser Service Ltd trading as Threesixty
2008
5 Unit CFP Certification Program
Financial Planning Association of Australia Limited
2008
Certified Financial Planner
Financial Planning Association of Australia Limited
2010
FNSASICR503A Provide Advice in Margin Lending
GWM Adviser Service Ltd trading as Advice Education
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education