Financial Adviser
· MATRAVILLE, NSW
Morris Alexander
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297348
Morris Alexander is a financial adviser based in Matraville, New South Wales, with 4 years of experience in the financial services industry. Morris is currently authorised under Prolific Advisory Solutions Pty Ltd. Morris 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 Professional. Morris is a member of SMSF Association.
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
2013
Bachelor of Business & Commerce
University of Western Sydney
2017
Diploma of Financial Planning
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2022
SMSF Regulations and Taxation
Kaplan Professional
2023
Master of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register