Financial Adviser
· COTTESLOE, WA
Nicholas Michael Moran
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272255
Nicholas Michael Moran is a financial adviser based in Cottesloe, Western Australia, with 8 years of experience in the financial services industry. Nicholas is currently authorised under Private Capital Advisers Pty Ltd. Nicholas 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 CFP Certification Program from FAAA. Nicholas 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
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce
University of Western Australia
2019
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
CFP Certification Program
FAAA