Financial Adviser
· ADAMSTOWN, NSW
Morgan Caldwell
No disciplinary history on record with ASIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309340
Morgan Caldwell is a financial adviser based in Adamstown, New South Wales, with 34 years of experience in the financial services industry. Morgan is currently authorised under Capstone Financial Planning Pty Ltd. Morgan 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 Certified Financial Planner from Financial Planning Association of Australia. Morgan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Commerce (Accounting)
University of Newcastle
1997
Certified Financial Planner
Financial Planning Association of Australia
1997
Diploma of Financial Planning (1-8)
Financial Planning Association of Australia/Deakin University
2004
Master of Business Administration
Southern Cross University
2008
Master of Applied Finance
University of Newcastle
2010
Margin Lending and Geared Investments
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional
2017
Accredited Listed Product Adviser
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional