Financial Adviser · MELBOURNE, VIC

Morgen Bree Harris

MELBOURNE, VIC

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000333677

Currently at

Shadforth Financial Group Limited

Sydney, NSW (firm address)

View firm profile

About Morgen Bree Harris

Morgen Bree Harris is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Morgen is currently authorised under Shadforth Financial Group Limited, operating through Shadforth Financial Group. Morgen holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Morgen's qualifications include a Bachelor Of Business (Financial Risk Management) from Victoria University. Morgen is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Restrictions: Can provide advice in Superannuation except for Self-Managed Superannuation Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor Of Business (Financial Risk Management)

Victoria University

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Education Pty Ltd

Registration History

Shadforth Financial Group Limited

Oct 2019 - Present Current

Can provide advice in Superannuation except for Self-Managed Superannuation Funds.

Cip Licensing Limited

Jul 2015 - May 2019 Ceased

CAPRICORN INVESTMENT PARTNERS PTY LTD

Sep 2013 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register