Financial Adviser
· SYDNEY, NSW
Anthony Michael Moustacas
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250318
Anthony Michael Moustacas is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Anthony is currently authorised under Lgt Wealth Management Limited. Anthony holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics (Economics & Finance) from University of Sydney. Anthony is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Economics (Economics & Finance)
University of Sydney
2012
Advanced Diploma of Financial Planning
Kaplan
2016
Graduate Diploma of Applied Finance
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register