Jon Luke Moriarty – Financial Adviser
Adviser identifying number: 235262
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: AUSURE PTY LTD
Licence number: 238433
Licensee’s ABN: 94096971854
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSURE PTY LTD
Authorised Representative identifying number: 238433
Authorised Representative’s ABN: 94096971854
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:
- ASIC PD146 Tier 2 General Insurance Compliance – Australian and New Zealand Institute of Insurance and Finance
- Bachelor of Commerce – The University of Queensland
- Bachelor of Economics – The University of Queensland
- Statement of Attainment – Investment Planning 1 – Integratec
- Statement of Attainment – Superannuation & Retirement Planning – Integratec
Relevant memberships of professional bodies or industry associations: Tax Practitioners Board
Jon Luke Moriarty 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
- Superannuation