Jose Manuel Mingo
Financial Adviser in Kew East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248274
- Location
- Kew East VIC 3102
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 31 May 2021
- First provided advice
- 1990
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); Certificate IV in Finance and Mortgage Broking, AAMC Training Group (2015)
- Memberships
- Accredited Aged Care Professional; SMSF Association
- 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 Jose Manuel Mingo
Jose Manuel Mingo is a financial adviser in Kew East, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000248274.
Jose provides advice as an authorised representative of Nextplan Financial Pty Ltd, which holds Australian financial services licence 452996. The current authorisation started on 31 May 2021.
The register records 1990 as the year Jose first provided financial advice. The qualifications listed for Jose include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000) and Certificate IV in Finance and Mortgage Broking (AAMC Training Group, 2015). Professional memberships recorded: Accredited Aged Care Professional and SMSF Association.
Jose 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 Jose Manuel Mingo a registered financial adviser?
Yes. Jose Manuel Mingo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248274.
Which licensee does Jose Manuel Mingo work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can Jose Manuel Mingo 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.