Financial Adviser
· HAWTHORN, VIC
Thomas Morris
No disciplinary history on record with ASIC
HAWTHORN,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237004
About Thomas Morris
Thomas Morris is a financial adviser based in Hawthorn, Victoria, with 11 years of experience in the financial services industry since 2015. Thomas is currently authorised under Bg Wealth Management, operating through Bg Private Clients. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Bachelor of Business (Economics and Finance) (Applied) from RMIT University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Business (Economics and Finance) (Applied)
RMIT University
2014
Diploma of Financial Planning FNS50611
Monarch Institute
2016
Advanced Diploma of Financial Planning FNS60415
Monarch Institute
2020
DFP5v5 Tax for Financial Advising
Kaplan Professional
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2021
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2023
Two Day Accredited Residential Aged Care Workshop
knowITgroup
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional