Nicholas Moschakis – Financial Adviser
Adviser identifying number: 239808
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993
Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 19/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASTUTE WEALTH PLANNING PTY LTD
Authorised Representative identifying number: 462865
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:
- Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Nicholas Moschakis 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