Financial Adviser
· DENILIQUIN, NSW
Robert Geoffrey Morris
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000344802
Robert Geoffrey Morris is a financial adviser based in Deniliquin, New South Wales, with 32 years of experience in the financial services industry. Robert is currently authorised under Lifespan Financial Planning Pty Ltd. Robert 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 FPA. Robert 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
Authorised to provide tax financial advice services
Qualifications and Training
1997
Certified Financial Planner
FPA
2000
Diploma of Financial Planning
FPA
2011
Self Managed Superannuation Funds
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Government Debentures, Stocks or Bonds: class of product only.
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register