MARK ANDREW MOIR

Financial Adviser ยท South Bunbury, WA

Registered

Registration Number

001272684

Registration Status

Registered

Location

South Bunbury, WA 6230

Providing Advice Since

2018

Registration Date

27/04/2023

Financial Services Licensee

NEO FINANCIAL SOLUTIONS PTY LTD

Licence #000385845

๐Ÿ“š Qualifications & Training

2018 - Diploma of Financial Planning - - Kaplan
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

โ„น๏ธ 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.