Bernardo Moyano
Financial Adviser in Cheltenham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000295705
- Location
- Cheltenham VIC 3192
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 16 December 2024
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services, Kaplan Professional Education (2005); Diploma of Financial Services, Kaplan Professional Education (2005)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Bernardo Moyano
On the Financial Advisers Register kept by ASIC, Bernardo Moyano appears as a current financial adviser in Cheltenham, Victoria, adviser number 000295705.
The licensee Bernardo advises under is Nextplan Financial Pty Ltd (AFS licence 452996). The current authorisation started on 16 December 2024.
The register records 2004 as the year Bernardo first provided financial advice. The qualifications listed for Bernardo include Advanced Diploma of Financial Services (Kaplan Professional Education, 2005) and Diploma of Financial Services (Kaplan Professional Education, 2005). Bernardo is recorded as a member of Financial Advice Association of Australia (FAAA).
Bernardo is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bernardo Moyano a registered financial adviser?
Yes. Bernardo Moyano is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000295705.
Which licensee does Bernardo Moyano work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can Bernardo Moyano give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.