Financial Adviser
· DEAKIN, ACT
Sean Morton
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251404
Sean Morton is a financial adviser based in Deakin, Australian Capital Territory, with 10 years of experience in the financial services industry. Sean is currently authorised under Cloudy Holdings Pty Ltd. Sean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Finance) from Charles Sturt University (CSU).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Finance)
Charles Sturt University (CSU)
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register