Desmond Joseph Moran – Financial Adviser

Adviser identifying number: 237145
Status: Current
Adviser’s ABN: 98226775420
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 01/07/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTRY FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 286786
Authorised Representative’s ABN: 30113531034

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma in Financial Services (Financial Planning) – Deakin Financial Services Group
  • Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations:

Desmond Joseph Moran 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
  • Margin Lending Facility / Standard Margin Lending Facility