Marco Longo
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005843
- Location
- Melbourne VIC 3000
- Licensee
- Cumulus Wealth Pty Ltd (AFSL 524450)
- Authorised since
- 1 April 2021
- First provided advice
- 2001
- Qualifications
- ASIC PS146 Compliance (Securities and Managed Investments), Securities and Derivatives Industry Association (2008); Bachelor of Commerce, Curtin University of Technology (2008); Margin Lending, Stockbrokers Association of Australia (2010); Professional Diploma in Stockbroking, Stockbrokers Association of Australia (2011)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- securities, managed investment schemes, deposit and payment products, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Marco Longo
On the Financial Advisers Register kept by ASIC, Marco Longo appears as a current financial adviser in Melbourne, Victoria, adviser number 001005843.
The licensee Marco advises under is Cumulus Wealth Pty Ltd (AFS licence 524450). The current authorisation started on 1 April 2021.
The register records 2001 as the year Marco first provided financial advice. Qualifications and training on file include ASIC PS146 Compliance (Securities and Managed Investments) (Securities and Derivatives Industry Association, 2008), Bachelor of Commerce (Curtin University of Technology, 2008) and Margin Lending (Stockbrokers Association of Australia, 2010). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
Marco is authorised to advise on securities, managed investment schemes, deposit and payment products and standard margin lending. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Marco Longo a registered financial adviser?
Yes. Marco Longo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005843.
Which licensee does Marco Longo work under?
Cumulus Wealth Pty Ltd, Australian financial services licence 524450.
What can Marco Longo give advice on?
The register lists these advice areas: securities; managed investment schemes; deposit and payment products; standard margin lending.