Lorena Millett
B. MOSES PRIVATE WEALTH PTY LIMITED · Narrabeen NSW 2101 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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- 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
- 000288757
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- B. MOSES INVESTMENT SERVICES PTY LIMITED · AFSL 421290Through authorised representative B. MOSES PRIVATE WEALTH PTY LIMITED (no. 001297148)Since 11 March 2024B. MOSES INVESTMENT SERVICES PTY LIMITED · AFSL 421290Through authorised representative BMP FINANCIAL SERVICES PTY LTD (no. 000283452)Since 3 October 2012
- Principal business address
- Narrabeen NSW 2101
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); 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.
- CURRENTMar 2024 – presentB. MOSES INVESTMENT SERVICES PTY LIMITED · AFSL 421290Through authorised representative B. MOSES PRIVATE WEALTH PTY LIMITED (no. 001297148)
- CEASEDNov 2023 – Mar 2024AUSTRALIA NATIONAL INVESTMENT GROUP PTY LTD · AFSL 522028Through authorised representative B. MOSES PRIVATE WEALTH PTY LIMITED (no. 001297148)
- CURRENTOct 2012 – presentB. MOSES INVESTMENT SERVICES PTY LIMITED · AFSL 421290Through authorised representative BMP FINANCIAL SERVICES PTY LTD (no. 000283452)
- CEASEDFeb 2012 – Oct 2012SECURITOR FINANCIAL GROUP PTY LIMITED · AFSL 240687
- CEASEDNov 2011 – Dec 2011APOGEE FINANCIAL PLANNING PTY LTD · AFSL 230689
- CEASEDMay 2005 – Nov 2011APOGEE FINANCIAL PLANNING PTY LTD · AFSL 230689
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
Graduate Diploma of Financial Planning
Kaplan Professional · 2020 · Graduate Diploma (AQF 8)
ASX Accredited Listed Products Adviser (ALPA) Program
LPAC · 2013
Cavendish & ICFS Specialist SMSF Course
Cavendish & ICFS · 2013
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty · 2006 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
FINSIA · 2006 · Diploma (AQF 5)
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 Lorena Millett claims the profile.
Reviews
Not yet reviewed
No client has reviewed Lorena Millett on Souffle yet.
Contacting Lorena Millett
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
B. MOSES PRIVATE WEALTH PTY LIMITED
Authorised by 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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