Pierre Moussa
Senior Compliance & Assurance Specialist at Lifespan Financial Planning- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Sydney Area, AU
Topline Score
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Justin Flindall
Pierre is a trustworthy, knowledgeable and professional adviser that is always trying to better himself for his clients.
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Justin Flindall
Pierre is a trustworthy, knowledgeable and professional adviser that is always trying to better himself for his clients.
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Click here to join now
Justin Flindall
Pierre is a trustworthy, knowledgeable and professional adviser that is always trying to better himself for his clients.
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Click here to join now
Justin Flindall
Pierre is a trustworthy, knowledgeable and professional adviser that is always trying to better himself for his clients.
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Experience
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Lifespan Financial Planning
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Australia
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Financial Services
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1 - 100 Employee
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Senior Compliance & Assurance Specialist
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Feb 2022 - Present
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IOOF Holdings Ltd
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Australia
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Investment Management
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Quality Advice Manager
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Nov 2021 - Feb 2022
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Advice Assurance Officer
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Oct 2018 - Nov 2021
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ANZ
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Australia
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Banking
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700 & Above Employee
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Advice Assurance Officer
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Nov 2016 - Sep 2018
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Case Manager - Advice Complaints
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May 2015 - Oct 2016
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Financial Planner
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Mar 2013 - Apr 2015
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Citigroup
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Specialist
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Jun 2011 - Feb 2013
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Noall & Co
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Australia
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Financial Services
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1 - 100 Employee
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Senior Financial Adviser
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Apr 2010 - Jun 2011
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Westpac
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Australia
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Banking
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700 & Above Employee
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Advanced Financial Planner
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Jun 2005 - Apr 2010
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Tynan Mackenzie
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Financial Services
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1 - 100 Employee
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Client Relationship Manager
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Apr 2004 - Jun 2005
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BT Financial Group
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Accounting
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1 - 100 Employee
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Key Account Consultant, Client Relations Consultant
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Aug 2001 - Apr 2004
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Education
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Swinburne University of Technology
Bachelor of Business, Marketing -
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Kaplan Professional
Advanced Diploma Financial Services (Financial Planning) -
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Kaplan Professional
Self Managed Superannuation Funds
Community
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