Scott Moses Financial Planner Report

Name:
Scott Moses

Rep Number:
000239453

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-03-01 onwards

Location:
Indooroopilly, , QLD, 0

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FINSIA
ASX Accredited Listed product Adviser
FPA
Diploma of Financial Planning
Tribeca
SMSF Adviser Course

Memberships
Financial Planning Association of Australia (FPA)