Stanley Roswell Moffatt
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249314
- Location
- Toowoomba QLD 4350
- Licensee
- Insight Investment Partners Pty Ltd (AFSL 368175)
- Authorised since
- 26 August 2024
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, Griffith University (1992); Postgraduate Diploma in Advanced Accounting, The University of Queensland (1992); Graduate Diploma of Applied Finance and Investment, Securities Institute (2003); SMSF Specialisation Course, UNSW Australia (2015)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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 Stanley Roswell Moffatt
On the Financial Advisers Register kept by ASIC, Stanley Roswell Moffatt appears as a current financial adviser in Toowoomba, Queensland, adviser number 000249314.
Stanley provides advice as an authorised representative of Insight Investment Partners Pty Ltd, which holds Australian financial services licence 368175. The current authorisation started on 26 August 2024.
The register records 2001 as the year Stanley first provided financial advice. The qualifications listed for Stanley include Bachelor of Commerce (Griffith University, 1992), Postgraduate Diploma in Advanced Accounting (The University of Queensland, 1992) and Graduate Diploma of Applied Finance and Investment (Securities Institute, 2003). Stanley is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Stanley Roswell Moffatt a registered financial adviser?
Yes. Stanley Roswell Moffatt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249314.
Which licensee does Stanley Roswell Moffatt work under?
Insight Investment Partners Pty Ltd, Australian financial services licence 368175.
What can Stanley Roswell Moffatt 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.