Nicholas Moustacas – Financial Adviser

Adviser identifying number: 234886
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence number: 245451
Licensee’s ABN: 38078629973
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 29/10/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 245451
Authorised Representative’s ABN: 38078629973

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:

• Bachelor of Commerce – University of Wollongong
• Compliance in Life Insurance – Kaplan Professional Education
• Compliance in Securities – Kaplan Professional Education
• Financial Planning Proper Authority Course – Securities Institute of Australia
• SMSF Specialist Advisor – SMSF Professionals’ Association of Australia Limited

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Nicholas Moustacas is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation