David Moss Email & Phone Number

Financial Adviser specialising in UK pensions, Superannuation and SMSFs @ Hoxton Wealth

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David Moss Location

Sydney, NSW, AU

David Moss Work

Financial Adviser specialising in UK pensions, Superannuation and SMSFs @ (January 2020 - Present)
Director and Trainer and Industry specialist @ Earn Save Protect Pty Ltd (January 2020 - Present)
Accountant Services Director and General Manager, Accountant Financial Service @ (May 2015 - January 2020)
Director and Superannuation expert adviser and Trainer to financial advisers and accountants @ Moss Munro Hunt (March 2009 - April 2015)
Director and Responsible Manager and Head of Compliance and Head of Operations @ Accountable Financial Group Pty Ltd, Accountable Financial Solutions Pty Ltd AFS (July 2011 - February 2015)
Superannuation and SMSF Representative - Financial Services Advisory Faculty @ (January 2008 - January 2015)
NSW Divisional Council Member @ (September 2009 - July 2011)
NSW President Divisional Council @ (September 2009 - September 2010)
IPA Representative, Australian Federal Government Treasury AFSL Working Group @ (January 2014 - January 2014)
Operations Manager, (contract to Accountable Financial Group), van Eyk Advice Services @ van Eyk (January 2012 - January 2013)
IPA Representative, ATO Superannuation Consultative Committee (SCC) @ (January 2011 - January 2013)
IPA Representative, ATO Superannuation Technical Group, National Tax Liaison Group (NTLG) @ (January 2010 - January 2013)
IPA Representative, ATO Superannuation Consultative Committee, SMSF Approved Auditors @ (January 2009 - January 2013)
Partner and Director, William Buck Financial Services (NSW) Pty Ltd, William Buck (NSW) Pty Ltd @ (May 2008 - March 2009)
Principal and Director of Superannuation @ (January 2001 - May 2008)
Trustee and Director, Deloitte Super Fund @ Deloitte Super Fund (January 2001 - January 2005)

David Moss Education

RMIT University
ASIC Regulatory Guide 146 qualification (Superannuation, Life Insurance, Managed Investments, Securities, Derivatives and Financial Planning)
2004-2005
UNSW
Masters of Commerce (Specialisation Business Law)
2001-2002
Western Sydney University
Bachelor (Economics, Sub-major in Finance)
1998-2000
St Paul's Grammar School 1992-1997
Kaplan Professional
TASA and the TPB Code of Professional Conduct
2017
Financial Education Professionals
ASIC Regulatory Guide 146 qualification (Self Managed Superannuation Funds (SMSF))
2016

David Moss Skills

Accountant Licensing
Accountants
Accounting
Auditing
Financial Advisory
Financial Services
Pensions
QROPS
SMSF
Self Managed Superannuation Funds (SMSF)
Self-Invested Personal Pension (SIPP)
Strategic Financial Planning
Superannuation
Tax
Tax Advisory
Wealth Management
Self Managed Superannuation Funds Smsf
Self Managed Superannuation Funds

David Moss Summary

David Moss, based in Sydney, NSW, AU, is currently a Financial Adviser specialising in UK pensions, Superannuation and SMSFs at Hoxton Wealth. David Moss brings experience from previous roles at Earn Save Protect Pty Ltd, Merit Wealth Pty Ltd, Moss Munro Hunt and Accountable Financial Group Pty Ltd, Accountable Financial Solutions Pty Ltd AFS. David Moss holds a 2004 - 2005 ASIC Regulatory Guide 146 qualification in Superannuation, Life Insurance, Managed Investments, Securities, Derivatives and Financial Planning @ RMIT University. With a robust skill set that includes Accountant Licensing, Accountants, Accounting, Auditing, Financial Advisory and more. David Moss has 1 emails and 1 mobile phone numbers on RocketReach.