Bernardo Moyano
NEXTPLAN FINANCIAL PTY LTD · Cheltenham VIC 3192 · Advising since 2004
- 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
- 000295705
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- NEXTPLAN FINANCIAL PTY LTD · AFSL 452996Since 16 December 2024
- Principal business address
- Cheltenham VIC 3192
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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.
- CURRENTDec 2024 – presentNEXTPLAN FINANCIAL PTY LTD · AFSL 452996
- CEASEDJun 2018 – Dec 2024DJA CAPITAL PTY. LTD. · AFSL 342893
- CEASEDAug 2017 – Jul 2018DOVER FINANCIAL ADVISERS PTY LTD · AFSL 307248
- CEASEDApr 2017 – May 2017GILD WEALTH PTY LTD · AFSL 222154
- CEASEDAug 2012 – May 2017AB PHILLIPS PTY LTD · AFSL 234457
- CEASEDJan 2009 – Jul 2012CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
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
Advanced Diploma of Financial Services
Kaplan Professional Education · 2005
Diploma of Financial Services
Kaplan Professional Education · 2005
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 Bernardo Moyano claims the profile.
Reviews
Not yet reviewed
No client has reviewed Bernardo Moyano on Souffle yet.
Contacting Bernardo Moyano
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
NEXTPLAN FINANCIAL PTY LTD · AFSL 452996
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Bernardo Moyano claims this profile, their own contact options can appear here.
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.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.