Jacob Moss
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000460193
- Location
- Toowoomba QLD 4350
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 19 June 2014
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2011); Advanced Diploma of Financial Planning, Mentor Education (2014); RG146 Tier 1 Specialist Margin Lending Course, International Institute of Technology (2014); DFP5v2 Tax for Financial Advising, Kaplan Professional (2016); TASACLv1 Commercial Law, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021); Master of Financial Planning, Kaplan Higher Education (2023)
- 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 Jacob Moss
Jacob Moss is a financial adviser in Toowoomba, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000460193.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 19 June 2014.
The register records 2014 as the year Jacob first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education, 2011), Advanced Diploma of Financial Planning (Mentor Education, 2014) and RG146 Tier 1 Specialist Margin Lending Course (International Institute of Technology, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jacob 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.
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Questions people ask
Is Jacob Moss a registered financial adviser?
Yes. Jacob Moss is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000460193.
Which licensee does Jacob Moss work under?
Count Financial Limited, Australian financial services licence 227232.
What can Jacob 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; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.