JACOB MOSS
Financial Adviser · Toowoomba, QLD
📚 Qualifications & Training
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2014 - RG146 Tier 1 Specialist Margin Lending Course - Other - International Institute of Technology
2016 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional
2017 - TASACLv1 Commercial Law - Other - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.