Financial Adviser
· HIGHETT, VIC
Georgina Morris
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000237760
Georgina Morris is a financial adviser based in Highett, Victoria, with 23 years of experience in the financial services industry. Georgina is currently authorised under Totally Integrated Financial Planning Pty. Ltd.. Georgina 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 CFP Education Program from Financial Planning Association. Georgina is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
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
2003
Diploma of Financial Services (Financial Planning)
Integratec (now Kaplan)
2004
Diploma of Financial Planning
FPA in cooperation with Deakin University
2005
CFP Education Program
Financial Planning Association
Registration History
Source: ASIC Financial Advisers Register