Adam Moremon
Financial Adviser in North Gosford, New South Wales, Australia
Review Adam Moremon
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000242959
- Location
- North Gosford NSW 2250
- Licensee
- Godfrey Pembroke Group Pty Ltd (AFSL 245451)
- Authorised since
- 1 June 2021
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2002); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2005); RG146 Provide advice in Margin Lending, MLC ThreeSixty (2010); Graduate Diploma of Financial Planning, Kaplan (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Moremon
Adam Moremon is a financial adviser in North Gosford, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000242959.
Adam provides advice as an authorised representative of Godfrey Pembroke Group Pty Ltd, which holds Australian financial services licence 245451. That authorisation dates from 1 June 2021.
The register records 2001 as the year Adam first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2002), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2005) and RG146 Provide advice in Margin Lending (MLC ThreeSixty, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Adam Moremon here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Adam Moremon a registered financial adviser?
Yes. Adam Moremon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242959.
Which licensee does Adam Moremon work under?
Godfrey Pembroke Group Pty Ltd, Australian financial services licence 245451.
What can Adam Moremon give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.