Nicola Angelo Longo
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008410
- Location
- Richmond VIC 3121
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 19 May 2015
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2007); SMSF Course, University of Adelaide (2015); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2016); Advanced Diploma of Financial Planning, Mentor Education Pty Ltd (2019); Margin Lending, Mentor Education Pty Ltd (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicola Angelo Longo
On the Financial Advisers Register kept by ASIC, Nicola Angelo Longo appears as a current financial adviser in Richmond, Victoria, adviser number 001008410.
Nicola provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 19 May 2015.
According to the register, Nicola first provided financial advice in 2015. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2007), SMSF Course (University of Adelaide, 2015) and Certificate IV in Finance and Mortgage Broking (Kaplan Higher Education Pty Limited, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Nicola Angelo Longo a registered financial adviser?
Yes. Nicola Angelo Longo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008410.
Which licensee does Nicola Angelo Longo work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Nicola Angelo Longo 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."