Courtenay James Moxon
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343771
- Location
- Melbourne VIC 3000
- Licensee
- Financial Index Australia Pty Ltd (AFSL 240559); Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 27 November 2025
- First provided advice
- 2010
- Qualifications
- Advanced Diploma of Business (Accountancy), RMIT University (2000); Bachelor of Business (Financial Planning), RMIT (2008); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Excludes LRBA
- Tax (financial) advice
- Yes
- Register status
- Current
About Courtenay James Moxon
Courtenay James Moxon is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000343771.
Advice is given under the Australian financial services licence of Financial Index Australia Pty Ltd, licence number 240559. The register also lists Findex Advice Services Pty Ltd (licence 243253). The current authorisation started on 27 November 2025.
The register records 2010 as the year Courtenay first provided financial advice. Qualifications and training on file include Advanced Diploma of Business (Accountancy) (RMIT University, 2000), Bachelor of Business (Financial Planning) (RMIT, 2008) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excludes LRBA.”
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Questions people ask
Is Courtenay James Moxon a registered financial adviser?
Yes. Courtenay James Moxon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343771.
Which licensee does Courtenay James Moxon work under?
Financial Index Australia Pty Ltd, Australian financial services licence 240559 and Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Courtenay James Moxon give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Excludes LRBA."