Financial Adviser
· TOOWOOMBA, QLD
Stanley Roswell Moffatt
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249314
Stanley Roswell Moffatt is a financial adviser based in Toowoomba, Queensland, with 25 years of experience in the financial services industry. Stanley is currently authorised under Insight Investment Partners Pty Ltd. Stanley 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 Bachelor of Commerce from Griffith University. Stanley is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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
1992
Bachelor of Commerce
Griffith University
1992
Postgraduate Diploma in Advanced Accounting
The University of Queensland
2003
Graduate Diploma of Applied Finance and Investment
Securities Institute
2015
SMSF Specialisation Course
UNSW Australia