BRETT DAVID MOXEY


Licensee: ALTITUDE FINANCIAL ADVISERS PTY LTD

BRETT DAVID MOXEY (Adviser# 000334010) 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 August 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRETT DAVID MOXEY
Adviser Number 000334010
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000496178
ALTITUDE FINANCIAL ADVISERS PTY LTD
Adviser Start Date 2017-08-01
Appointing Representative Name ALTITUDE FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000315026
Appointing Representative ABN 63124787471
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • BRETT DAVID MOXEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Financial Planning and Investments) Griffith University
Certified Financial Planner Financial Planning Association of Australia
Graduate Diploma of Financial Planning FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000496178 ALTITUDE FINANCIAL ADVISERS PTY LTD 2017-08-01 - ALTITUDE FINANCIAL PLANNING PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2009-01-30 - 2017-07-31 SECURITOR FINANCIAL GROUP LTD

Licensee Information

Licence Name ALTITUDE FINANCIAL ADVISERS PTY LTD
Licence Number 000496178

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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.