Oliver Moore

Oliver Moore

Accounts Overseas Invoices / Expenses / Reconciling

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  • Timeline

  • About me

    Managing Director - Chartered Financial Planner at Strategic IFA Ltd

  • Education

    • Chartered Insurance Institute

      -
      Chartered Financial Planner
    • Institute of Financial Planning

      2012 - 2013
      Certified Financial Planner Financial Planning CFP Licence
    • Chartered Insurance Institute

      1997 - 2010
      Advanced Financial Planning Certificate Financial Planning and Services

      Activities and Societies: Professional Finance Society Chartered Insurance Institute

    • South Essex College

      1989 - 1991
      BTEC National Diploma Business and Finance
  • Experience

    • Olympus KeyMed

      Jan 1992 - Jan 1995
      Accounts Overseas Invoices / Expenses / Reconciling
    • David Moore & Associates

      May 1995 - Jan 2002
      Financial Adviser

      Independent Financial Advisers

    • Strategic IFA Ltd

      May 1995 - now
      Managing Director - Chartered Financial Planner

      Independent Financial Advice - Financial & Life Planning - Wealth Management

    • Strategic Financial Planning

      Jan 2002 - Nov 2004
      Director

      Independent Financial Advisers, Financial Planning to personal and corporate clients, Lifetime Financial Planning, pension specialist.

  • Licenses & Certifications

    • Advanced Financial Planning Certificate

      Chartered Insurance Institute
    • Certificate of RDR Compliant

      Institute of Financial Planning
    • Diploma in Financial Planning

      Chartered Insurance Institute
    • Financial Planning Certificate

      Chartered Insurance Institute
    • Chartered Financial Planner

      The Chartered Insurance Institute
      Jul 2014
    • Certified Financial Planner

      Institute of financial planning
      Oct 2013
  • Volunteer Experience

    • Trustee

      Issued by KOFUP - Kenyan Orphans Fund and Uganda Project on Jan 2010
      KOFUP - Kenyan Orphans Fund and Uganda ProjectAssociated with Oliver Moore