Courtney Michael Charles Moores
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001263262
- Location
- West Perth WA 6005
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 2 May 2025
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan (2017); Securities and Managed Investments, Kaplan (2018); Economic and Legal Context for Financial Planning, Kaplan Professional (2021); Tax and Commercial Law for Financial Planning, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Courtney Michael Charles Moores
Courtney Michael Charles Moores is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Perth, Western Australia (adviser number 001263262).
The licensee Courtney advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 2 May 2025.
According to the register, Courtney first provided financial advice in 2018. The qualifications listed for Courtney include Diploma of Financial Planning (Kaplan, 2017), Securities and Managed Investments (Kaplan, 2018) and Economic and Legal Context for Financial Planning (Kaplan Professional, 2021).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Courtney Michael Charles Moores a registered financial adviser?
Yes. Courtney Michael Charles Moores is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263262.
Which licensee does Courtney Michael Charles Moores work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Courtney Michael Charles Moores 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."