Joanna Moss
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001240905
- Location
- Brisbane QLD 4000
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 4 August 2025
- First provided advice
- 2016
- Qualifications
- Bachelor of Economic & Social Studies (Business & Management), Abersytwyth University (Wales) (2009); Diploma of Financial Planning, Kaplan Professional (2014); Margin Lending, Kaplan Professional (2016); Advanced Diploma of Financial Planning, Kaplan Professional (2019); FPC002B, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA); RIAA
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Joanna Moss
Joanna Moss is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001240905.
The licensee Joanna advises under is Fortnum Advice Pty Ltd (AFS licence 519190). That authorisation dates from 4 August 2025.
The register records 2016 as the year Joanna first provided financial advice. The qualifications listed for Joanna include Bachelor of Economic & Social Studies (Business & Management) (Abersytwyth University (Wales), 2009), Diploma of Financial Planning (Kaplan Professional, 2014) and Margin Lending (Kaplan Professional, 2016). Joanna is recorded as a member of Financial Advice Association of Australia (FAAA) and RIAA.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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: “Not SMSF.”
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Questions people ask
Is Joanna Moss a registered financial adviser?
Yes. Joanna Moss is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001240905.
Which licensee does Joanna Moss work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Joanna Moss give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not SMSF."