Financial Adviser · CHELTENHAM, VIC

Bernardo Moyano

CHELTENHAM, VIC
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000295705
Currently at
Ringwood, VIC (firm address)

About Bernardo Moyano

Bernardo Moyano is a financial adviser based in Cheltenham, Victoria, with 22 years of experience in the financial services industry since 2004. Bernardo is currently authorised under Nextplan Financial. Bernardo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bernardo's qualifications include a Advanced Diploma of Financial Services from Kaplan Professional Education. Bernardo is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005
Advanced Diploma of Financial Services
Kaplan Professional Education
2005
Diploma of Financial Services
Kaplan Professional Education

Registration History

Dec 2024 - Present Current
Jun 2018 - Dec 2024 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Aug 2017 - Jul 2018 Ceased
Apr 2017 - May 2017 Ceased
Aug 2012 - May 2017 Ceased
Jan 2009 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register