Financial Adviser · BELLA VISTA, NSW

Gregory Mcloughlin

BELLA VISTA, NSW

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000412015

Currently at

B. Moses Private Wealth

Sydney, NSW (firm address)

View firm profile

Gregory Mcloughlin is a financial adviser based in Bella Vista, New South Wales, with 15 years of experience in the financial services industry since 2011. Gregory is currently authorised under B. Moses Investment Services, operating through B. Moses Private Wealth. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gregory's qualifications include a Master of Commerce (Financial Planning) from University of Western Sydney. Gregory is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Business (Accounting)

University of Western Sydney

2011

Master of Commerce (Financial Planning)

University of Western Sydney

2025

Accredited Aged Care Professional

Aged Care Steps

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

B. Moses Investment Services Pty Limited

Mar 2024 - Present Current

Australia National Investment Group Pty Ltd

Sep 2023 - Mar 2024 Ceased

Kdm Financial And Estate Planning Pty Ltd

Jul 2022 - Aug 2023 Ceased

Not authorized to provide Margin Lending

Infinity Capital Solutions Pty Ltd

Jan 2020 - Jun 2022 Ceased

Not authorized to provide Margin Lending or SMSF advice.

Akumin Financial Planning Pty Limited

Dec 2017 - Feb 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Professional Wealth Services Pty Ltd

Dec 2016 - Jun 2017 Ceased

LONSDALE FINANCIAL GROUP PTY LTD

Jan 2015 - Dec 2016 Ceased

Akumin Financial Planning Pty Limited

Jan 2014 - Dec 2014 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Sep 2011 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register