Jose Mingo

JMM Financial Planners

5.00
1 Review
Silver
32 Yrs Experience
North Melbourne, VIC 3051

Recent reviews

JMM Financial Planners

97 Chetwynd Street
North Melbourne, VIC 3051

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1990
  • Years of experience 32
  • Highest qualification
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Attentive & thorough. Great communicator"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Retirement & Pension
  • Self Managed SuperFunds

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
AAMC Training Group
Completed
2015

Professional Memberships

Accredited Aged Care Professional

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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