SEAN MORAN


Licensee: APT WEALTH PARTNERS PTY LTD

SEAN MORAN (Adviser# 001243324) 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 May 21, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SEAN MORAN
Adviser Number 001243324
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000436121
APT WEALTH PARTNERS PTY LTD
Licence ABN 49159583847
Licence Controlled By NUT Holdings Pty Ltd ATF NUT Unit Trust
Adviser Start Date 2018-05-21
Appointing Representative Name APT WEALTH PARTNERS PTY LTD
Appointing Representative Number 000436121
Appointing Representative ABN 49159583847
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SEAN MORAN
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce The University of Southern Queensland
Diploma of Financial Planning Kaplan Professional
Graduate Diploma in Financial Planning Securities Institute
Securities & Managed Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000436121 APT WEALTH PARTNERS PTY LTD
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust
2018-05-21 - APT WEALTH PARTNERS PTY LTD
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
2016-06-23 - 2018-05-04 COMMONWEALTH FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name APT WEALTH PARTNERS PTY LTD
Licence Number 000436121
Licence ABN 49159583847

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ADAM BAJCARZ Apt Wealth Partners Pty Ltd Current 2018-05-08
EMILY CHIARA LANCIANA Apt Wealth Partners Pty Ltd Current 2018-02-05
PRESTON RANDALL FOSTER Apt Wealth Partners Pty Ltd Current 2017-11-27
ROBERT GEORGE GREIG Apt Wealth Partners Pty Ltd Current 2017-10-16
MATTHEW JAMES DUNBAR Apt Wealth Partners Pty Ltd Current 2017-04-18
MICHAEL BRANDT Apt Wealth Partners Pty Ltd Current 2017-03-27
DENISE SAMANTHA SUN NARANJILLA Apt Wealth Partners Pty Ltd Current 2017-03-06
LISA-ANNE HAN Apt Wealth Partners Pty Ltd Current 2016-07-07
SARAH GONZALES Apt Wealth Partners Pty Ltd Current 2016-05-06
KIERAN KELLY Apt Wealth Partners Pty Ltd Ceased 2016-05-06

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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.