Mention

Using a mention

When you want to insert a mention into a text box - simply type the ‘@’ symbol and your available mention options will pre-fill in a list for you to select.

If the option you are looking for is not listed in the first few options try typing some letters to filter your results.

Removing a mention

Removing a mention is as easy and deleting any text, simply press the backspace button as you usually would and the entire mention will be removed.

Available mentions

Below is a list of all currently available mentions in MOAS. New mentions will be added over-time to improve the document builder

Available mentions

• Clients title & full names

• Clients full names

• Clients first names

• Clients net income (most recent year)

• Document date

• Group net total wealth (see Net total wealth)
• Advice agreement cost (excl. GST)

• Advice agreement cost GST

• Advice agreement cost (incl. GST)

• Adviser title & full name

• Adviser full name

• Adviser first name

• Adviser post nominals

• Adviser ASIC number

• Adviser credit licensee

• Adviser credit licence number

• Adviser FSG hyperlink

• Adviser FSG date

• Adviser other licensing information

• Organisation practice name

• Organisation corporate authorised representative name

• Organisation corporate authorised representative number

• Organisation licensee name

• Organisation ABN

• Organisation AFSL

• Organisation phone number

• Organisation email

• Organisation website

• Organisation address