Financial Adviser
· GEELONG, VIC
Sean Moran
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243324
Sean Moran is a financial adviser based in Geelong, Victoria, with 10 years of experience in the financial services industry. Sean is currently authorised under Apt Wealth Partners Pty Ltd. Sean 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 The University of Southern Queensland. Sean is a member of 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
1997
Bachelor of Commerce
The University of Southern Queensland
2001
Graduate Diploma of Financial Planning
Securities Institute
2015
Diploma of Financial Planning
Kaplan Professional
2015
Securities & Managed Investments
Kaplan Professional
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register