Financial Adviser · CAMMERAY, NSW

Alexander Guy Morris

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000264096

Alexander Guy Morris is a financial adviser based in Cammeray, New South Wales, with 24 years of experience in the financial services industry. Alexander is currently authorised under Alliance Wealth Pty Ltd. Alexander 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 Commerce (Finance & Marketing) from University of New South Wales. Alexander is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce (Finance & Marketing)
University of New South Wales
2003
Graduate Dipoma of Financial Planning
Securities Institute
2009
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association

Registration History

Dec 2021 - Present Current
May 2007 - Dec 2021 Ceased
Government Debentures, Stocks or Bonds - Class of product only.

Source: ASIC Financial Advisers Register