Heath Laurence Moss
Financial Adviser in Burton, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278605
- Location
- Burton SA 5110
- Licensee
- PGW Financial Services Pty Ltd (AFSL 384713)
- Authorised since
- 8 February 2013
- First provided advice
- 2004
- Qualifications
- Entry Level Competencies, Kaplan (2004); ASX Listed Products Accreditation Course, ASX (2006); Self Managed Superannuation Funds, Kaplan (2007); Wealth Creation & Retirement Planning (DFS Module 4), Three Sixty (2009); Margin Lending & Geared Investments, Kaplan (2010); Life Insurance, Kaplan Professional (2015); Tier 1 Managed Investments, Kaplan Professional (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, standard margin lending
- Register status
- Current
About Heath Laurence Moss
Heath Laurence Moss is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Burton, South Australia (adviser number 000278605).
The licensee Heath advises under is PGW Financial Services Pty Ltd (AFS licence 384713). The current authorisation started on 8 February 2013.
The register records 2004 as the year Heath first provided financial advice. The qualifications listed for Heath include Entry Level Competencies (Kaplan, 2004), ASX Listed Products Accreditation Course (ASX, 2006) and Self Managed Superannuation Funds (Kaplan, 2007).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total.
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Questions people ask
Is Heath Laurence Moss a registered financial adviser?
Yes. Heath Laurence Moss is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278605.
Which licensee does Heath Laurence Moss work under?
PGW Financial Services Pty Ltd, Australian financial services licence 384713.
What can Heath Laurence Moss give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; standard margin lending.