DANIEL MOSS
Financial Adviser · Darlinghurst, NSW
📚 Qualifications & Training
2008 - ASX Accredited Derivatives Adviser Level 1 (ADA1) - - Kaplan
2008 - ASX Accredited Derivatives Adviser Level 2 (ADA2) - - Kaplan
2008 - The Securities & Derivatives Industry Association (SDIA) Accreditation Program - RG146 - - SDIA/Deakin University
2011 - Margin Lending and Geared Investments Elective - - Kaplan
2015 - RG146 Specialist Knowledge - Managed Investments - - Financial Education Professionals
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
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.