Financial Adviser · MELBOURNE, VIC

Courtenay James Moxon

16 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000343771

Courtenay James Moxon is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry. Courtenay is currently authorised under Financial Index Australia Pty Ltd. Courtenay 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 Business (Financial Planning) from RMIT. Courtenay 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

Restrictions: Excludes LRBA

Authorised to provide tax financial advice services

Qualifications and Training

2000

Advanced Diploma of Business (Accountancy)

RMIT University

2008

Bachelor of Business (Financial Planning)

RMIT

2009

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Financial Index Australia Pty Ltd

Nov 2025 - Present Current

Excludes LRBA

Findex Advice Services Pty Ltd

Sep 2025 - Present Current

Excludes LRBA

Akumin Financial Planning Pty Limited

Dec 2009 - Aug 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register