JOANNA MOSS
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2009 - Bachelor of Economic & Social Studies (Business & Management) - Bachelor Degree (AQF 7) - Abersytwyth University (Wales)
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Margin Lending - Other - Kaplan Professional
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2024 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
RIAA
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.