Jonathon Martin Moses – Financial Adviser
Adviser identifying number: 1254227
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: ZODIAC SECURITIES PTY LTD
Licence number: 398350
Licensee’s ABN: 76142982554
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IINVEST SECURITIES PTY LTD
Authorised Representative identifying number: 431611
Authorised Representative’s ABN:
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:
- Accredited Derivatives Adviser Level 2 – Kaplan Professional
- Accredited Derviatives Adviser Level 1 – Kaplan
- Bachelor of Commerce – University of Canberra
- RG146 – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
Jonathon Martin Moses is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility