Financial Adviser
· BENTLEIGH EAST, VIC
Elise Moskowitz
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000448930
Elise Moskowitz is a financial adviser based in Bentleigh East, Victoria, with 13 years of experience in the financial services industry. Elise is currently authorised under Interprac Financial Planning Pty Ltd. Elise 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 Monash University. Elise is a member of Association of Independently Owned Financial Professionals (AIOFP) and CPA Australia (CPA).
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
2007
Bachelor of Commerce
Monash University
2012
CPA Program
CPA Australia
2013
Diploma in Financial Services
Dover Financial Services
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited