Financial Adviser · SYDNEY, NSW

Susan Janet Morris

SYDNEY, NSW

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000452419

Licensee

Apt Wealth Partners

Sydney, NSW (licence address on ASIC register)

View licensee

About Susan Janet Morris

Susan Janet Morris is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry since 2013. Susan is currently authorised under Apt Wealth Partners. Susan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Susan's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Susan is a member of Asia Pacific Financial Services Association (APFinSA) and 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 Margin Lending

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

2018

DFP5V3- Tax for Financial Advising

Kaplan

2018

TASACLV1 -Commercial Law

Kaplan

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

Apt Wealth Partners Pty Ltd

Aug 2026 - Present Current

Akumin Financial Planning Pty Limited

Aug 2020 - Jun 2026 Ceased

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

Akumin Financial Planning Pty Limited

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.

Hillross Financial Services Limited

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.

Akumin Financial Planning Pty Limited

Feb 2013 - Jan 2014 Ceased

Source: ASIC Financial Advisers Register