Data sourced from ASIC Financial Advisers Register
Financial Adviser · RICHMOND, VIC

Nicola Angelo Longo

11 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001008410

Nicola Angelo Longo is a financial adviser based in Richmond, Victoria, with 11 years of experience in the financial services industry. Nicola is currently authorised under Charter Financial Planning Limited. Nicola 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2015
SMSF Course
University of Adelaide
2016
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2019
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2019
Margin Lending
Mentor Education Pty Ltd
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
May 2015 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Commonwealth Financial Planning Limited
Jul 2012 - May 2015 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register