Financial Adviser
· MACKAY, QLD
Ryan James Morse
No disciplinary history on record with ASIC
MACKAY,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000415320
Practice
Milton, QLD (practice address on ASIC register)
Licensed through Alliance Wealth
About Ryan James Morse
Ryan James Morse is a financial adviser based in Mackay, Queensland, with 15 years of experience in the financial services industry since 2011. Ryan works at Direct Wealth, which is licensed through Alliance Wealth. Ryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ryan's qualifications include a Certified Financial Planner (CFP) Education Program (CFP1A and CFPC) from FPA Australia. Ryan is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Master of Business (Applied Finance)
Queensland University of Technology
2012
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Professional
2012
Specialist SMSF Course
Cavendish & University of Adelaide
2017
Certified Financial Planner (CFP) Education Program (CFP1A and CFPC)
FPA Australia
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register