Financial Adviser · BRISBANE CITY, QLD

Morgan Rohan Johnson

BRISBANE CITY, QLD
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000460730
Currently at
Sydney, NSW (firm address)

About Morgan Rohan Johnson

Morgan Rohan Johnson is a financial adviser based in Brisbane City, Queensland, with 12 years of experience in the financial services industry since 2014. Morgan is currently authorised under Financial Planning Advice Australia, operating through Keystone Wealth. Morgan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Morgan's qualifications include a Bachelor of International Business from Griffith University. Morgan 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 Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of International Business
Griffith University
2014
Diploma of Financial Planning
Kaplan Education Pty Ltd
2025
Graduate Diploma of Financial Planning
Deakin University

Registration History

APT STRATEGY PTY LTD
Jun 2022 - Dec 2022 Ceased
Jun 2020 - Jun 2022 Ceased
Oct 2019 - Jun 2020 Ceased
AON HEWITT FINANCIAL ADVICE LIMITED
Nov 2018 - Sep 2019 Ceased
Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products (b) life risk insurance products, Interest in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products and superannuation.
May 2018 - Oct 2018 Ceased
SENTINEL PRIVATE WEALTH PTY LTD
Jan 2018 - Apr 2018 Ceased
Aug 2017 - Jan 2018 Ceased
Nov 2015 - Aug 2017 Ceased
FOUR POINTS FINANCIAL SERVICES PTY LTD
Jun 2014 - Nov 2015 Ceased

Source: ASIC Financial Advisers Register