Financial Adviser
· COFFS HARBOUR, NSW
Dacian Moses
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000201
Dacian Moses is a financial adviser based in Coffs Harbour, New South Wales, with 32 years of experience in the financial services industry. Dacian is currently authorised under Waterfall Way Associates Pty Ltd. Dacian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA. Dacian is a member of Boutique Financial Planners (BFP), Financial Advice Association of Australia (FAAA) and MFAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
BEc
Macquarie University
1997
Certified Financial Planner
FPA
1997
Dip FP
RMIT
2014
Diploma Finance Mortgage Broking
IIT
2014
Tax (financial) adviser
Tax Practitioners Board
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan