Financial Adviser · HORNSBY, NSW

Susan Janet Morris

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000452419

Susan Janet Morris is a financial adviser based in Hornsby, New South Wales, with 13 years of experience in the financial services industry. Susan is currently authorised under Akumin Financial Planning Pty Limited. Susan 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
SMSF Course
University of Adelaide
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Aug 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jun 2020 - Aug 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jan 2014 - Jun 2020 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Feb 2013 - Jan 2014 Ceased

Source: ASIC Financial Advisers Register