Nicholas Moustacas Financial Planner Report

Name:
Nicholas Moustacas

Rep Number:
000234886

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2012-10-29 onwards

Location:
Hurstville, , NSW, 0

Licensee
Name:

Number:
000245451

ABN:
38 078 629 973

Controlled By:

Appointed By
Name:
Executive Wealth Management Financial Services Pty Limited

Licence Number:
000245451

ABN:
38 078 629 973

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Wollongong
Bachelor of Commerce
Kaplan Professional Education
Compliance in Life Insurance
Kaplan Professional Education
Compliance in Securities
Securities Institute of Australia
Financial Planning Proper Authority Course
SMSF Professionals' Association of Australia Limited
SMSF Specialist Advisor

Memberships
Association of Financial Advisers (AFA)
Chartered Accountants Australia and New Zealand (CA)
SMSF Association