David Mark Moss – Financial Adviser

Adviser identifying number: 337573
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED

The date the Financial Adviser commenced the appointment: 08/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002

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:

Relevant qualifications and training:

• Bachelor of Economics, sub major in Finance – University of Western Sydney
• Master of Commerce, Specialisation in Business Law – University of New South Wales
• Regulatory Guide146 (Tier 1) in Generic Knowledge, Skills, Superannuation – RMIT University
• Regulatory Guide146 (Tier 1) in Life Ins., Management Invt, Securities, Derivatives, Financial Plan – RMIT University

Relevant memberships of professional bodies or industry associations:

• Institute of Public Accountants (IPA)
• SMSF Professionals Association of Australia

David Mark Moss is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• 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