Dacian Moses – Financial Adviser
Adviser identifying number: 1000201
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994
Name of the licence holder: WATERFALL WAY ASSOCIATES PTY LTD
Licence number: 318105
Licensee’s ABN: 37126311251
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/11/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WATERFALL WAY ASSOCIATES PTY LTD
Authorised Representative identifying number: 318105
Authorised Representative’s ABN: 37126311251
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- BEc – Macquarie University
- Certified Financial Planner – FPA
- Dip FP – RMIT
- Diploma Finance Mortgage Broking – IIT
- Tax (financial) adviser – Tax Practitioners Board
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- MFAA
Dacian Moses is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility