KRISTI HELENE MOY

Licensee: MID NORTH COAST FINANCIAL PLANNING PTY LIMITED

KRISTI HELENE MOY (Adviser# 000292525) 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 30, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name KRISTI HELENE MOY
Adviser Number 000292525
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000478308
MID NORTH COAST FINANCIAL PLANNING PTY LIMITED
Adviser Start Date 2018-07-30
Appointing Representative Name MID NORTH COAST FINANCIAL PLANNING PTY LIMITED
Appointing Representative Number 000478308
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • KRISTI HELENE MOY
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Financial Planning Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000478308 MID NORTH COAST FINANCIAL PLANNING PTY LIMITED 2018-07-30 - MID NORTH COAST FINANCIAL PLANNING PTY LIMITED
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2012-09-03 - 2015-09-02 MID NORTH COAST FINANCIAL PLANNING PTY LIMITED
000237641 GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED
2009-08-10 - 2012-08-31

Licensee Information

Licence Name MID NORTH COAST FINANCIAL PLANNING PTY LIMITED
Licence Number 000478308

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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.