Financial Adviser
· BELLA VISTA, NSW
Jack Haddad
No disciplinary history on record with ASIC
BELLA VISTA,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243365
Jack Haddad is a financial adviser based in Bella Vista, New South Wales, with 10 years of experience in the financial services industry since 2016. Jack is currently authorised under B. Moses Investment Services, operating through B. Moses Private Wealth. Jack holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jack's qualifications include a Bachelor Business (Financial Planning) from Royal Melbourne Institute of Technology (RMIT).
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
2016
Bachelor Business (Financial Planning)
Royal Melbourne Institute of Technology (RMIT)
2023
SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education Pty Limited
Registration History
GWM ADVISER SERVICES PTY LTD
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register