HEATH LAURENCE MOSS
Financial Adviser · Burton, SA
📚 Qualifications & Training
2004 - Entry Level Competencies - - Kaplan
2006 - ASX Listed Products Accreditation Course - - ASX
2007 - Self Managed Superannuation Funds - - Kaplan
2009 - Wealth Creation & Retirement Planning (DFS Module 4) - - Three Sixty
2010 - Margin Lending & Geared Investments - - Kaplan
2015 - Life Insurance - Knowledge and Skills - Other - Kaplan Professional
2019 - Tier 1 Managed Investments - Personal Advice - Other - Kaplan Professional
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.