Financial Adviser · NEWCASTLE WEST, NSW

Shane Alexander Morgan

19 Years experience

Tax advice
authorised

Currently at

Cutcher & Neale Financial Services Pty Ltd

Newcastle West, NSW

View firm profile

ASIC Registered · ADV 000310701

Shane Alexander Morgan is a financial adviser based in Newcastle West, New South Wales, with 19 years of experience in the financial services industry. Shane is currently authorised under Cutcher & Neale Financial Services Pty Ltd. Shane holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Newcastle. Shane is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Financial Services Institute and SMSF Association.

Authorised to Advise On

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

Restrictions: Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Commerce

University of Newcastle

2000

Chartered Accountant Program

Chartered Accountants Australia and New Zealand

2003

Graduate Diploma of Financial Planning

Securities Institute Australia

2006

SMSF Specialist Advisor Program

SMSF Association Ltd

2009

Professional Certificate in Self-Managed Superannuation

University of Adelaide

2010

Certificate of Public Practice

Chartered Accountants Australia and New Zealand

2015

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education

2016

Tier 1 Foreign Exchange

Kaplan Higher Education

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Cutcher & Neale Financial Services Pty Ltd

May 2013 - Present Current

Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Source: ASIC Financial Advisers Register