Financial Adviser
· REEDY CREEK, QLD
Ian Gregory Morgan
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000257631
Ian Gregory Morgan is a financial adviser based in Reedy Creek, Queensland, with 32 years of experience in the financial services industry. Ian is currently authorised under Igm Financial Planning Pty. Ltd.. Ian 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 Certified Financial Planner from FPA Australia. Ian 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Diploma of Financial Planning
Deakin University
1999
Certified Financial Planner
FPA Australia
2005
Masters of Commerce
University of Western Sydney
2022
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan