Financial Adviser · MELBOURNE, VIC

Damian Moran

MELBOURNE, VIC
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005357
Currently at
Melbourne, VIC (firm address)

About Damian Moran

Damian Moran is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Damian is currently authorised under Jbwere. Damian holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Damian's qualifications include a Bachelor of Business (International Trade) from Victoria University.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Derivatives Foreign Exchange Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Business (International Trade)
Victoria University
2007
Graduate Diploma in Financial Planning (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2019
Ethics and Professional in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Oct 2009 - Present Current
Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register