STANLEY ROSWELL MOFFATT

Financial Adviser · Toowoomba, QLD

Registered

Registration Number

000249314

Registration Status

Registered

Location

Toowoomba, QLD 4350

Providing Advice Since

2001

Registration Date

23/02/2017

Financial Services Licensee

ACCESSION3 FINANCIAL ADVISERS PTY LTD

Licence #000331990

📚 Qualifications & Training

1992 - Bachelor of Commerce - - Griffith University
1992 - Postgraduate Diploma in Advanced Accounting - - The University of Queensland
2003 - Graduate Diploma of Applied Finance and Investment - - Securities Institute
2015 - SMSF Specialisation Course - - UNSW Australia

🏢 Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
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.