Sean Moran
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001243324
- Location
- Geelong VIC 3220
- Licensee
- Apt Wealth Partners Pty Ltd (AFSL 436121)
- Authorised since
- 21 May 2018
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, The University of Southern Queensland (1997); Graduate Diploma of Financial Planning, Securities Institute (2001); Diploma of Financial Planning, Kaplan Professional (2015); Securities & Managed Investments, Kaplan Professional (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- 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 Sean Moran
Sean Moran is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 001243324).
Advice is given under the Australian financial services licence of Apt Wealth Partners Pty Ltd, licence number 436121. That authorisation dates from 21 May 2018.
According to the register, Sean first provided financial advice in 2016. Qualifications and training on file include Bachelor of Commerce (The University of Southern Queensland, 1997), Graduate Diploma of Financial Planning (Securities Institute, 2001) and Diploma of Financial Planning (Kaplan Professional, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Sean 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 Sean Moran a registered financial adviser?
Yes. Sean Moran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001243324.
Which licensee does Sean Moran work under?
Apt Wealth Partners Pty Ltd, Australian financial services licence 436121.
What can Sean Moran 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.