Financial Adviser · DULWICH, SA

Nicholas Mosey

DULWICH, SA

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000252678

Currently at

Nfs Dulwich

Bundall, QLD (firm address)

View firm profile

Nicholas Mosey is a financial adviser based in Dulwich, South Australia, with 22 years of experience in the financial services industry since 2004. Nicholas is currently authorised under Alliance Wealth, operating through Nfs Dulwich. 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 Advanced Diploma of Financial Planning from Kaplan Education Pty Ltd. Nicholas 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 Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2013

Self Managed Superannuation Funds

Kaplan Education Pty Limited

2014

Advanced Diploma of Financial Planning

Kaplan Education Pty Ltd

Registration History

Alliance Wealth Pty Ltd

Dec 2025 - Present Current

Alliance Wealth Pty Ltd

Nov 2019 - Present Current

AIW DEALER SERVICES PTY LTD

Nov 2012 - Nov 2019 Ceased

POYNTER HARGRAVES FINANCIAL CONSULTANTS PTY LTD

Jan 2004 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register