Financial Adviser
· BRISBANE, QLD
Patrick John Morton
No disciplinary history on record with ASIC
BRISBANE,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253115
Patrick John Morton is a financial adviser based in Brisbane, Queensland, with 10 years of experience in the financial services industry since 2016. Patrick is currently authorised under Art Financial Advice. Patrick holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Patrick's qualifications include a Bachelor of Mathematics and Finance from University of Wollongong. Patrick is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Mathematics and Finance
University of Wollongong
2024
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2025
Taxation for Financial Planning
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register