Patrick Joseph Moore
Financial Adviser in Warriewood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231152
- Location
- Warriewood NSW 2102
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 3 July 2023
- First provided advice
- 1984
- Qualifications
- Retirement Planning, Financial Planning Association of Australia (1999); Risk Management and Insurance Planning, Financial Planning Association of Australia (1999); PS146 Training Course 1 Managed Investments and Securities, Financial Services Training and Assessment (2006); PS146 Training Course Introduction to Financial Planning and Services, Financial Services Training and Assessment (2006)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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
- Restriction
- Superannuation Authorisation excludes Self Managed Superannuation Funds advice
- Register status
- Current
About Patrick Joseph Moore
Patrick Joseph Moore is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warriewood, New South Wales (adviser number 000231152).
Patrick provides advice as an authorised representative of Wealth Today Pty Ltd, which holds Australian financial services licence 340289. That authorisation dates from 3 July 2023.
According to the register, Patrick first provided financial advice in 1984. The qualifications listed for Patrick include Retirement Planning (Financial Planning Association of Australia, 1999), Risk Management and Insurance Planning (Financial Planning Association of Australia, 1999) and PS146 Training Course 1 Managed Investments and Securities (Financial Services Training and Assessment, 2006). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total.
A further restriction is recorded on the register: “Superannuation Authorisation excludes Self Managed Superannuation Funds advice.”
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Questions people ask
Is Patrick Joseph Moore a registered financial adviser?
Yes. Patrick Joseph Moore is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231152.
Which licensee does Patrick Joseph Moore work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can Patrick Joseph Moore 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. It also records this restriction: "Superannuation Authorisation excludes Self Managed Superannuation Funds advice."