Nicholas Costello
Financial Adviser in Adelaide, South Australia, Australia
Review Nicholas Costello
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001005489
- Location
- Adelaide SA 5000
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 16 October 2017
- First provided advice
- 2009
- Qualifications
- Bachelor Degree, University of Adelaide (2007); CFA Charterholder, CFA Institute (2014); Ethics and Professionlism in Financial Advice, Kaplan Professional (2023)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Restriction
- Superannuation - Can only advise on a person's existing holding in a superannuation product
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas Costello
Nicholas Costello is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001005489.
Nicholas provides advice as an authorised representative of Jbwere Ltd, which holds Australian financial services licence 341162. The current authorisation started on 16 October 2017.
According to the register, Nicholas first provided financial advice in 2009. Qualifications and training on file include Bachelor Degree (University of Adelaide, 2007), CFA Charterholder (CFA Institute, 2014) and Ethics and Professionlism in Financial Advice (Kaplan Professional, 2023). Professional memberships recorded: Chartered Financial Analyst Institute (CFA Institute).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – Can only advise on a person’s existing holding in a superannuation product.”
Reviews
Nobody has reviewed Nicholas Costello here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Nicholas Costello a registered financial adviser?
Yes. Nicholas Costello is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005489.
Which licensee does Nicholas Costello work under?
Jbwere Ltd, Australian financial services licence 341162.
What can Nicholas Costello give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts. It also records this restriction: "Superannuation - Can only advise on a person's existing holding in a superannuation product."