Financial Adviser · SYDNEY, NSW

Nicholas Moustacas

SYDNEY, NSW

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000234886

Currently at

R&s Wealth Group

Sydney, NSW (firm address)

View firm profile

Nicholas Moustacas is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. Nicholas is currently authorised under R&s Wealth Group, operating through R&s Wealth Group. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Bachelor of Commerce from University of Woollongong. Nicholas is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

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

1990

Bachelor of Commerce

University of Woollongong

1994

Certificate of Public Practice

Chartered Accountants Australia & New Zealand (CAANZ)

2001

Financial Planning Proper Authority Course

Securities Institute of Australia

2011

SMSF Specialist Advisors (SSA)

SMSF Association

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

R&s Wealth Group Pty Ltd

Oct 2022 - Present Current

Count Financial Limited

Mar 2021 - Sep 2022 Ceased

Not authorised to provide personal advice in Aged Care and Listed Securities (Portfolios > $300k).

Godfrey Pembroke Group Pty Ltd

Oct 2012 - Mar 2021 Ceased

THE SALISBURY GROUP PTY LTD

Dec 2006 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register