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- Noelia Custodio Pinto
Noelia Custodio Pinto
- Name
- Noelia Custodio Pinto
- ID
- 418519
- ABN
- –
- First Provided Advice
- 2012
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University (ANU)
- 1998 - CA - Professional Designations - The Insitute of Chartered Accountants
- 2003 - Graduate Diploma in Company Secretarial Practice - - Chartered Secretaries Australia
- 2008 - SMSF Specialist Advisor - Professional Designations - SPAA
- 2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Institute of Chartered Accountants
- National Tax and Accountants Association (NTAA)
- SMSF Association
- Tax Practitioners' Board
Licencee
- Status
- Ceased
- Licence Holder
- A.c.n. 155 907 681 Pty Ltd (#430062)
- Commenced
- Sept. 16, 2021
- Ceased
- June 10, 2025
- Status
- Ceased
- Licence Holder
- Merit Wealth Pty Ltd (#409361)
- Commenced
- Aug. 20, 2018
- Ceased
- Aug. 17, 2021
- Status
- Current
- Licence Holder
- Walker Lane Pty ltd (#509305)
- Commenced
- Nov. 19, 2025
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- A.c.n. 155 907 681 Pty Ltd (#430062)
- Commenced
- July 1, 2016
- Ceased
- Dec. 8, 2017
- Status
- Ceased
- Licence Holder
- Climb Wealth Pty Ltd (#409424)
- Commenced
- Dec. 11, 2017
- Ceased
- July 27, 2018
- Status
- Ceased
- Licence Holder
- Personal Financial Services Ltd (#234459)
- Commenced
- March 7, 2012
- Ceased
- July 31, 2015