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