Financial Adviser
· MORNINGTON, VIC
John Michael Moran
No disciplinary history on record with ASIC
MORNINGTON,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000287568
About John Michael Moran
John Michael Moran is a financial adviser based in Mornington, Victoria, with 27 years of experience in the financial services industry since 1999. John is currently authorised under Consultum Financial Advisers. John holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). John's qualifications include a Certified Financial Planner CFP from Financial Planning Association of Australia. John is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce (Accounting)
La Trobe University
2002
Diploma of Financial Planning
Deakin University
2010
Margin Lending
Pinnacle Financial Services Academy
2011
Self Managed Superannuation Funds
Kaplan Professional
2015
Certified Financial Planner CFP
Financial Planning Association of Australia