David Moss Financial Planner Report

Name:
David Mark Moss

Rep Number:
000337573

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2015-12-08 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

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
Securities
Superannuation

Qualifications
University of Western Sydney
Bachelor of Economics, sub major in Finance
University of New South Wales
Master of Commerce, Specialisation in Business Law
RMIT University
Regulatory Guide146 (Tier 1) in Generic Knowledge, Skills, Superannuation
RMIT University
Regulatory Guide146 (Tier 1) in Life Ins., Management Invt, Securities, Derivatives, Financial Plan

Memberships
Institute of Public Accountants (IPA)
SMSF Professionals Association of Australia