PATRICK JOSEPH MOORE

Licensee: PD FINANCIAL GROUP PTY LIMITED

PATRICK JOSEPH MOORE (Adviser# 000231152) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 21, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PATRICK JOSEPH MOORE
Adviser Number 000231152
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1984
Financial Service (AFS) Licence Licence# 000477186
PD FINANCIAL GROUP PTY LIMITED
Adviser Start Date 2016-07-21
Appointing Representative Name PD FINANCIAL GROUP PTY LIMITED
Appointing Representative Number 000477186

Authorisations to provide financial product advice

  • PATRICK JOSEPH MOORE
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
PS146 Training Course 1 Managed Investments and Securities Financial Services Training and Assessment
PS146 Training Course Introduction to Financial Planning and Services Financial Services Training and Assessment
Retirement Planning Financial Planning Association of Australia
Risk Management and Insurance Planning Financial Planning Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000477186 PD FINANCIAL GROUP PTY LIMITED 2016-07-21 - PD FINANCIAL GROUP PTY LIMITED
000331367 CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED
Further restrictions: Excludes SMSF
2011-11-28 - 2016-07-20 CLEARVIEW FINANCIAL ADVICE PTY LTD
000240938 THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED
2008-05-29 - 2011-11-25

Licensee Information

Licence Name PD FINANCIAL GROUP PTY LIMITED
Licence Number 000477186

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.