DACIAN MOSES
Financial Adviser · Coffs Harbour, NSW
📚 Qualifications & Training
1993 - BEc - Bachelor Degree (AQF 7) - Macquarie University
1997 - Certified Financial Planner - - FPA
1997 - Dip FP - Diploma (AQF 5) - RMIT
2014 - Diploma Finance Mortgage Broking - - IIT
2014 - Tax (financial) adviser - - Tax Practitioners Board
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Boutique Financial Planners (BFP)
Financial Advice Association of Australia (FAAA)
MFAA
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.