Financial Adviser · NARRABEEN, NSW

Lorena Millett

NARRABEEN, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000288757

Currently at

B. Moses Private Wealth

Sydney, NSW (firm address)

View firm profile

Lorena Millett is a financial adviser based in Narrabeen, New South Wales, with 21 years of experience in the financial services industry since 2005. Lorena is currently authorised under B. Moses Investment Services, operating through B. Moses Private Wealth. Lorena holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lorena's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Lorena 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

2006

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty

2006

Diploma of Financial Services (Financial Planning)

FINSIA

2013

ASX Accredited Listed Products Adviser (ALPA) Program

LPAC

2013

Cavendish & ICFS Specialist SMSF Course

Cavendish & ICFS

2020

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

B. Moses Investment Services Pty Limited

Mar 2024 - Present Current

B. Moses Investment Services Pty Limited

Oct 2012 - Present Current

Australia National Investment Group Pty Ltd

Nov 2023 - Mar 2024 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Feb 2012 - Oct 2012 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Nov 2011 - Dec 2011 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

May 2005 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register