Jon Moriarty Financial Planner Report

Name:
Jon Luke Moriarty

Rep Number:
000235262

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000238433

ABN:
94 096 971 854

Appointed By
Name:
Ausure Pty Ltd

Licence Number:
000238433

ABN:
94 096 971 854

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

Qualifications
Australian and New Zealand Institute of Insurance and Finance
ASIC PD146 Tier 2 General Insurance Compliance
The University of Queensland
Bachelor of Commerce
The University of Queensland
Bachelor of Economics
Integratec
Statement of Attainment - Investment Planning 1
Integratec
Statement of Attainment - Superannuation & Retirement Planning

Memberships
Tax Practitioners Board