DAVID MARK MOSS (Adviser# 000337573) 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 December 8, 2015.
| Register Name | Financial Advisers |
| Adviser Name | DAVID MARK MOSS |
| Adviser Number | 000337573 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000409361 MERIT WEALTH PTY LTD |
| Licence ABN | 89125557002 |
| Licence Controlled By | EASTON INVESTMENTS LIMITED |
| Adviser Start Date | 2015-12-08 |
| Appointing Representative Name | MERIT WEALTH PTY LTD |
| Appointing Representative Number | 000409361 |
| Appointing Representative ABN | 89125557002 |
| Memberships |
Institute of Public Accountants (IPA) SMSF Professionals Association of Australia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics, sub major in Finance | University of Western Sydney |
| Master of Commerce, Specialisation in Business Law | University of New South Wales |
| Regulatory Guide146 (Tier 1) in Generic Knowledge, Skills, Superannuation | RMIT University |
| Regulatory Guide146 (Tier 1) in Life Ins., Management Invt, Securities, Derivatives, Financial Plan | RMIT University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000409361 |
MERIT WEALTH PTY LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2015-12-08 - | MERIT WEALTH PTY LTD |
| 000409424 |
ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD [Date Ceased: 03/11/2017] ~ Aura Group Holdings Pte. Ltd |
2012-03-26 - 2015-09-30 | ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD |
| 000334400 |
SPECTRUM WEALTH ADVISERS PTY LTD
Licence controlled by: Freedom Insurance Group Pty Ltd |
2011-03-11 - 2012-03-26 | DAVID MARK MOSS |
| 000329337 | IPRAXIS PTY LTD | 2010-07-28 - 2011-03-11 | DAVID MARK MOSS |
| 000225058 | WRIGHT GLOBAL INVESTMENTS PTY LIMITED | 2010-06-24 - 2012-02-14 | DAVID MARK MOSS |
| 000225058 | WRIGHT GLOBAL INVESTMENTS PTY LIMITED | 2009-05-21 - 2010-06-24 | DAVID MARK MOSS |
| Licence Name | MERIT WEALTH PTY LTD |
| Licence Number | 000409361 |
| Licence ABN | 89125557002 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHARBEL CHIDIAC | Merit Wealth Pty Ltd | Current | 2018-08-21 |
| KELSEY LAWRENCE | Merit Wealth Pty Ltd | Current | 2018-08-21 |
| JUSTINE VORICH | Merit Wealth Pty Ltd | Current | 2018-08-21 |
| NOELIA CUSTODIO PINTO | Merit Wealth Pty Ltd | Current | 2018-08-20 |
| JOANNA KATE SCRIMA | Merit Wealth Pty Ltd | Current | 2018-08-09 |
| JAMES BALL | Merit Wealth Pty Ltd | Current | 2018-08-06 |
| ROHAN GEOFFREY GRIFFITHS | Merit Wealth Pty Ltd | Current | 2018-07-30 |
| WASALA MUDIYANSELAGE CHARITHA PRASANN WASALA | Merit Wealth Pty Ltd | Current | 2018-07-30 |
| DAVID JOHN SCOTT | Merit Wealth Pty Ltd | Current | 2018-07-27 |
| LILIAN FISHER | Merit Wealth Pty Ltd | Current | 2018-07-27 |
Please comment or provide details below to improve the information on .
| 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.