Stephen Moretta
Stephen Moretta is a financial adviser based in Richmond, Victoria, with 8 years of experience in the financial services industry since 2018. Stephen is currently authorised under Lucerne Wealth, operating through Lucerne Private. Stephen holds authorisations to advise on managed investments, securities, deposit products and government bonds. Stephen's qualifications include a Bachelor of Commerce from Swinburne University of Technology. Stephen is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Restrictions: Deposit and Payment products limited to Basic deposit products and Deposit products other than basic deposit products
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register