Financial Adviser · WAGGA WAGGA, NSW

Andrew Phillip Morrison

10 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 001239966

Andrew Phillip Morrison is a financial adviser based in Wagga Wagga, New South Wales, with 10 years of experience in the financial services industry. Andrew is currently authorised under Politis Investment Strategies Pty Ltd. Andrew 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 Bachelor of Business (Accounting) from Charles Sturt University. Andrew is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business (Accounting)

Charles Sturt University

2006

CPA Program

CPA Australia

2016

RG146

- CPA Australia

2025

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Sep 2021 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Merit Wealth Pty Ltd

Mar 2016 - Sep 2021 Ceased

Source: ASIC Financial Advisers Register