Gregory McLoughlin
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000412015
- Location
- Bella Vista NSW 2153
- Licensee
- B. Moses Investment Services Pty Limited (AFSL 421290)
- Authorised since
- 11 March 2024
- First provided advice
- 2011
- Qualifications
- Bachelor of Business (Accounting), University of Western Sydney (2009); Master of Commerce (Financial Planning), University of Western Sydney (2011); Accredited Aged Care Professional, Aged Care Steps (2025); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory McLoughlin
Gregory McLoughlin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bella Vista, New South Wales (adviser number 000412015).
Advice is given under the Australian financial services licence of B. Moses Investment Services Pty Limited, licence number 421290. That authorisation dates from 11 March 2024.
According to the register, Gregory first provided financial advice in 2011. Qualifications and training on file include Bachelor of Business (Accounting) (University of Western Sydney, 2009), Master of Commerce (Financial Planning) (University of Western Sydney, 2011) and Accredited Aged Care Professional (Aged Care Steps, 2025). 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.
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Questions people ask
Is Gregory McLoughlin a registered financial adviser?
Yes. Gregory McLoughlin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000412015.
Which licensee does Gregory McLoughlin work under?
B. Moses Investment Services Pty Limited, Australian financial services licence 421290.
What can Gregory McLoughlin 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.