Nicholas Moustacas
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000234886
- Location
- Sydney NSW 2000
- Licensee
- R&S Wealth Group Pty Ltd (AFSL 540872)
- Authorised since
- 3 October 2022
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce, University of Woollongong (1990); Certificate of Public Practice, Chartered Accountants Australia & New Zealand (CAANZ) (1994); Financial Planning Proper Authority Course, Securities Institute of Australia (2001); SMSF Specialist Advisors (SSA), SMSF Association (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- 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 Nicholas Moustacas
Nicholas Moustacas is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000234886).
Nicholas provides advice as an authorised representative of R&S Wealth Group Pty Ltd, which holds Australian financial services licence 540872. That authorisation dates from 3 October 2022.
The register records 2002 as the year Nicholas first provided financial advice. The qualifications listed for Nicholas include Bachelor of Commerce (University of Woollongong, 1990), Certificate of Public Practice (Chartered Accountants Australia & New Zealand (CAANZ), 1994) and Financial Planning Proper Authority Course (Securities Institute of Australia, 2001). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Nicholas 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 Nicholas Moustacas a registered financial adviser?
Yes. Nicholas Moustacas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000234886.
Which licensee does Nicholas Moustacas work under?
R&S Wealth Group Pty Ltd, Australian financial services licence 540872.
What can Nicholas Moustacas 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.