Financial Adviser · HOBART, TAS

Alexander Morgan

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001242872

Alexander Morgan is a financial adviser based in Hobart, Tasmania, with 10 years of experience in the financial services industry. Alexander is currently authorised under Capstone Financial Planning Pty Ltd. Alexander 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 of Business (Finance/Economics) from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Business (Finance/Economics)
Charles Sturt University
2015
Business Law (LAW110)
Charles Sturt University
2016
Graduate Certificate in Finance
Charles Sturt University
2024
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Oct 2025 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
Jan 2020 - Oct 2025 Ceased
This adviser is not authorised to provide advice on self managed superannuation funds, or margin lending
Jun 2016 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register