About Me

Updated on 3rd February'2014

Your Adviser is David Moses ASIC Authorised Representative No: 382623

David has a Diploma of Financial Services (Financial Planning) and has also completed the Self Managed Super Funds Course.

David also has tertiary qualifications in Psychology, Business Administration and German (as a second language)

David has been involved in the Financial Services industry for over 20 years, having completed his second degree in Zurich, Switzerland, David went on to work with Mark Rich AG (now Glencore International) in the commodities trading field before returning to Australia to specialise in financial and investment planning.

As your Adviser he is authorised to provide advice and deal in the following specific products:

Savings Plans, Lump Sum Investments, Personal Superannuation, Employer Sponsored Superannuation, Rollovers, Annuities, Allocated Pensions, Life Insurance, Accident/Sickness/Disability Insurance, Trauma Insurance, Permanent & Total Disability Insurance , Income Protection Insurance, Business Expense Insurance, Direct equities, Margin Lending and Portfolio Management.