Jack Haddad
Financial Adviser in Bella Vista, New South Wales, Australia
Review Jack Haddad
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 number001243365
- Location
- Bella Vista NSW 2153
- Licensee
- B. Moses Investment Services Pty Limited (AFSL 421290)
- Authorised since
- 11 March 2024
- First provided advice
- 2016
- Qualifications
- Bachelor Business (Financial Planning), Royal Melbourne Institute of Technology (RMIT) (2016); SMSF Regulations and Taxation, Kaplan Higher Education Pty Limited (2023); FPC002B, Kaplan Higher Education Pty Limited (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jack Haddad
Jack Haddad is a financial adviser in Bella Vista, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001243365.
Jack provides advice as an authorised representative of B. Moses Investment Services Pty Limited, which holds Australian financial services licence 421290. The current authorisation started on 11 March 2024.
The register records 2016 as the year Jack first provided financial advice. The qualifications listed for Jack include Bachelor Business (Financial Planning) (Royal Melbourne Institute of Technology (RMIT), 2016), SMSF Regulations and Taxation (Kaplan Higher Education Pty Limited, 2023) and FPC002B (Kaplan Higher Education Pty Limited, 2025).
Jack is authorised to advise 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.
Reviews
Nobody has reviewed Jack Haddad here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jack Haddad a registered financial adviser?
Yes. Jack Haddad is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001243365.
Which licensee does Jack Haddad work under?
B. Moses Investment Services Pty Limited, Australian financial services licence 421290.
What can Jack Haddad 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.