STANLEY ROSWELL MOFFATT (Adviser# 000249314) 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 February 23, 2017.
| Register Name | Financial Advisers |
| Adviser Name | STANLEY ROSWELL MOFFATT |
| Adviser Number | 000249314 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000331990 ACCESSION3 FINANCIAL ADVISERS PTY LTD |
| Adviser Start Date | 2017-02-23 |
| Appointing Representative Name | MAGWEALTH (QLD ) PTY LTD |
| Appointing Representative Number | 001252146 |
| Appointing Representative ABN | 85616916851 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Griffith University |
| Graduate Diploma of Applied Finance and Investment | Securities Institute |
| Postgraduate Diploma in Advanced Accounting | The University of Queensland |
| SMSF Specialisation Course | UNSW Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000331990 | ACCESSION3 FINANCIAL ADVISERS PTY LTD | 2017-02-23 - | MAGWEALTH (QLD ) PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2001-04-01 - 2015-02-18 | STANLEY ROSWELL MOFFATT |
| Licence Name | ACCESSION3 FINANCIAL ADVISERS PTY LTD |
| Licence Number | 000331990 |
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| 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.