Matthew John Milnes
B. MOSES INVESTMENT SERVICES PTY LIMITED · Cessnock NSW 2325 · Advising since 2008
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000386285
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- B. MOSES INVESTMENT SERVICES PTY LIMITED · AFSL 421290Since 3 June 2024
- Principal business address
- Cessnock NSW 2325
- First year providing advice
- 2008
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJun 2024 – presentB. MOSES INVESTMENT SERVICES PTY LIMITED · AFSL 421290
- CEASEDAug 2018 – Jun 2024BALMEDIE FINANCIAL PTY LTD · AFSL 434899
- CEASEDJan 2013 – Nov 2017SECURITOR FINANCIAL GROUP PTY LIMITED · AFSL 240687
- CEASEDOct 2010 – May 2011CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD · AFSL 301642
- CEASEDAug 2009 – Oct 2010QUINN FINANCIAL PLANNING PTY LTD · AFSL 246411
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B - Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Limited · 2025 · Bridging Course - Ethics
Master of Financial Planning
Kaplan Higher Education Pty Limited · 2019 · Masters Degree (AQF 9)
Graduate Diploma in Financial Planning
Kaplan Professional Education · 2018
Advanced Diploma Of Financial Planning
Kaplan Professional Education · 2015
Self Managed Superannuation Funds
Kaplan Professional Education · 2014
Margin Lending and Geared Investments
Kaplan Professional Education · 2012
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Matthew John Milnes claims the profile.
Reviews
Not yet reviewed
No client has reviewed Matthew John Milnes on Souffle yet.
Contacting Matthew John Milnes
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
B. MOSES INVESTMENT SERVICES PTY LIMITED · AFSL 421290
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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