Marco Longo Email and Phone Number
Marco Longo work email
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Marco Longo personal email
I have over 23 years experience in financial markets including four years in London working for Capital Group, one of the largest and most successful fund management groups globally. My focus at Cumulus Wealth is on building wealth for clients looking to gain exposure to equities - primarily domestically and also abroad. Areas of specialisation include:SMSF EQUITIES INVESTMENTInvestment management of SMSF portfolios and working together with qualified professionals to optimise outcomes. DISCRETIONARY PORTFOLIO MANAGEMENT Active portfolio management based on customised client mandates for accounts with a starting minimum balance of $500,000. This is structured via Managed Discretionary Accounts for "Wholesale" and "Sophisticated Investors".CORPORATE OPPORTUNITIES Participating in IPO's, RTO's, placements, underwritings in ASX listed companies for "Sophisticated Investors".TRADINGFor high risk client profiles, trading in liquid securities based on technical (and fundamental) analysis.Marco LongoPartner - Cumulus Wealthwww.cumulus-wealth.com.auBachelor of Commerce - Accounting & Finance. Bachelor of Science - GeologyGAICD
Cumulus Wealth
View- Website:
- cumulus-wealth.com.au
- Employees:
- 5
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Partner - Cumulus WealthCumulus Wealth Dec 2019 - PresentMelbourne, Australia
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Director - Wealth ManagementPatersons Securities Apr 2008 - Nov 2019Patersons Securities is one of Australia’s leading full service stockbroking and financial services firms. Established in 1903 in Perth, Patersons now has 17 offices around Australia.Our success has been built on the highly individualised nature of our service. We are focused on nurturing long-term relationships with both our clients and our employees. Since our inception over 100 years ago, Patersons has had only five executives leading the firm, providing us with exceptional stability… Show more Patersons Securities is one of Australia’s leading full service stockbroking and financial services firms. Established in 1903 in Perth, Patersons now has 17 offices around Australia.Our success has been built on the highly individualised nature of our service. We are focused on nurturing long-term relationships with both our clients and our employees. Since our inception over 100 years ago, Patersons has had only five executives leading the firm, providing us with exceptional stability in a highly dynamic and sometimes volatile industry. Show less
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Institutional Client RelationsCapital International Jan 2004 - Jan 2008London, United KingdomCapital International's parent organisation, The Capital Group, began in 1931 as a small research office in the United States. Today, it has grown to be one of the largest global investment management organisations in the world. -
Corporate Superannuation AdviserAxis Financial Group Apr 2001 - Jul 2003Perth, AustraliaAXIS Financial Group is a privately owned advisory company specialising in corporate superannuation and group insurance. Our fifteen year history has earned us a reputation as a leader in corporate superannuation and we pride ourselves on delivering comprehensive, easily understood advice and education to help our members achieve financial security post retirement.
Marco Longo Skills
Marco Longo Education Details
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Accounting & Finance, Geology
Frequently Asked Questions about Marco Longo
What company does Marco Longo work for?
Marco Longo works for Cumulus Wealth
What is Marco Longo's role at the current company?
Marco Longo's current role is Partner & Co-founder of Cumulus Wealth.
What is Marco Longo's email address?
Marco Longo's email address is ml****@****.com.au
What schools did Marco Longo attend?
Marco Longo attended Curtin University Of Technology.
What skills is Marco Longo known for?
Marco Longo has skills like Portfolio Management, Securities, Financial Services, Financial Advisory, Corporate Finance, Ipo, Superannuation, Equity Trading, Pensions, Investment Advisory, Equities, Finance.
Who are Marco Longo's colleagues?
Marco Longo's colleagues are James Gibney, Lianna Melissas, Andrew Katsambanis, Pavly Michael.
Not the Marco Longo you were looking for?
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Marco Longo
Actor @ Marco Longo Official / Co-Founder @ The Paradox / Partner @ Beyond Men’S Care / President @ Cs Italien / Founder @ Csi Talent Cup / Founder @ Trinome Events Sa / External Board Member @ Iam SaGeneva1iam.ch -
3hotmail.it, godiva.com, nelsons.net -
Marco Longo
Pittsburgh, Pa3hrgpgh.com, edmc.edu, fedex.com1 +141282XXXXX
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Marco Longo
Rome -
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