John Vincent Morello
COUNT FINANCIAL LIMITED · Nelson Bay NSW 2315 · Advising since 1991
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000246078
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- COUNT FINANCIAL LIMITED · AFSL 227232Since 31 July 2026
- Principal business address
- Nelson Bay NSW 2315
- First year providing advice
- 1991
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2026 – presentCOUNT FINANCIAL LIMITED · AFSL 227232
- CEASEDMar 2023 – Jul 2026ORACLE ADVISORY GROUP PTY. LTD. · AFSL 540806Through authorised representative THE TRUSTEE FOR ORACLE ADVISORY GROUP UNIT TRUST (no. 001263101)
- CEASEDMay 2022 – Mar 2023ORACLE INVESTMENT MANAGEMENT PTY LTD · AFSL 430574Through authorised representative THE TRUSTEE FOR ORACLE ADVISORY GROUP UNIT TRUST (no. 001263101)
- CEASEDOct 2020 – Apr 2022LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- CEASEDDec 2019 – Oct 2020AVANTI FINANCIAL GROUP PTY LTD · AFSL 509033
- CEASEDJul 2019 – Dec 2019AVANTI FINANCIAL GROUP PTY LTD · AFSL 509033Through authorised representative AVANTI ADVISERS PTY LIMITED (no. 001244732)
- CEASEDMar 2003 – Jul 2019SECURITOR FINANCIAL GROUP PTY LIMITED · AFSL 240687
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Regulatory Guide 146
Financial Education Professionals · 2019 · Diploma (AQF 5)
Certified Financial Planner (CFP) Certification 1-4 Program
Financial Planning Association of Australia (FPA) · 2000 · Professional Designations
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once John Vincent Morello claims the profile.
Reviews
Not yet reviewed
No client has reviewed John Vincent Morello on Souffle yet.
Contacting John Vincent Morello
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
COUNT FINANCIAL LIMITED · AFSL 227232
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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