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