Financial Adviser
· SYDNEY, NSW
Nicholas Moustacas
No disciplinary history on record with ASIC
SYDNEY,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000234886
About Nicholas Moustacas
Nicholas Moustacas is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. Nicholas is currently authorised under R&s Wealth Group. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Bachelor of Commerce from University of Woollongong. Nicholas is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
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
1990
Bachelor of Commerce
University of Woollongong
1994
Certificate of Public Practice
Chartered Accountants Australia & New Zealand (CAANZ)
2001
Financial Planning Proper Authority Course
Securities Institute of Australia
2011
SMSF Specialist Advisors (SSA)
SMSF Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice in Aged Care and Listed Securities (Portfolios > $300k).
THE SALISBURY GROUP PTY LTD
Source: ASIC Financial Advisers Register