Rory Dominic Mooney – Financial Adviser

Adviser identifying number: 242177
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: 360PRIVATE WEALTH BY DESIGN PTY LIMITED
Licence number: 458669
Licensee’s ABN: 44169464135
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: 360PRIVATE WEALTH BY DESIGN PTY LIMITED
Authorised Representative identifying number: 458669
Authorised Representative’s ABN: 44169464135

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma in Financial Services (ADFS) – Deakin University
  • Certified Financial Planner – Financial Planning Association (FPA)
  • SMSF Specialist Advisor – SMSF Strategies

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Rory Dominic Mooney 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
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility