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  3. Adam Mark Moiler

Adam Mark Moiler

Name
Adam Mark Moiler
ID
426353
ABN
–
First Provided Advice
2012

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2005 - Bachelor of Engineering Mechanical Engineering (Honours) - Bachelor Degree (AQF 7) - Curtin University
  • 2011 - Graduate Certificate of Chartered Accounting Foundations - Graduate Certificate (AQF 8) - Deakin University
  • 2011 - Margin Lending & Geared Investments - Other - Kaplan Professional
  • 2012 - Certificate IV Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
  • 2012 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Professional
  • 2021 - FINANCIAL ADVICE REGULATION (INTENSIVE) - Bridging Course - Regulation & Legal Obligations - Deakin University
  • 2022 - ETHICS FOR FINANCIAL SERVICES (INTENSIVE) - Bridging Course - Ethics - Deakin University
  • 2023 - ESTATE PLANNING & RISK MANAGEMENT STRATEGIES (INTENSIVE) - Other - Deakin University
  • 2024 - FINANCIAL BEHAVIOUR & DECISION MAKING (INTENSIVE) - Bridging Course - Behavioural Finance - Deakin University
  • 2024 - SUPERANNUATION AND RETIREMENT PLANNING - Other - Deakin University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Current
Licence Holder
Count Financial Limited (#227232)
Commenced
Aug. 14, 2012

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities