JOHN MICHAEL MORAN
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce (Accounting) - - La Trobe University
2002 - Diploma of Financial Planning - - Deakin University
2010 - Margin Lending - - Pinnacle Financial Services Academy
2011 - Self Managed Superannuation Funds - - Kaplan Professional
2015 - Certified Financial Planner CFP - - Financial Planning Association of Australia
🏢 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.