Financial Adviser
· WAGGA WAGGA, NSW
Zachary John Morden-jones
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247412
Zachary John Morden-jones is a financial adviser based in Wagga Wagga, New South Wales, with 10 years of experience in the financial services industry. Zachary is currently authorised under Oreana Financial Services Pty Ltd. Zachary 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 Finance (Banking and Financial Planning) from University of Canberra. Zachary is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor Finance (Banking and Financial Planning)
University of Canberra
2018
Advanced Diploma of Financial Planning FNS60415
Mentor Education Group
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited