Financial Adviser
· LEEDERVILLE, WA
John Kenneth Moreton
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302288
John Kenneth Moreton is a financial adviser based in Leederville, Western Australia, with 20 years of experience in the financial services industry. John is currently authorised under John Moreton Financial Services Pty Ltd. John 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 Diploma of Financial Planning from Securities Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Securities Institute
2011
Margin Lending & Geared Investments
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
Not authorised for Self-Managed Superannuation Funds
Source: ASIC Financial Advisers Register