Financial Adviser · MELBOURNE, VIC

Tobias Ross Morgan

22 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000275912

Tobias Ross Morgan is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Tobias is currently authorised under Redwood Financial Services Pty Ltd. Tobias holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tobias holds a PS146 Accreditation from Tribeca. Tobias 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 Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

PS146 Accreditation

Tribeca

Registration History

Redwood Financial Services Pty Ltd

Nov 2022 - Present Current

Lionsgate Financial Group Pty. Ltd.

Feb 2011 - Nov 2022 Ceased

CLIENT WEALTH FINANCIAL SERVICES PTY LIMITED

Jan 2010 - Jan 2011 Ceased

A.C.N. 133 593 012 PTY LTD

Apr 2009 - Dec 2009 Ceased

A.C.N. 079 121 136 PTY LTD

Oct 2008 - Apr 2009 Ceased

Personal Financial Services Ltd

Nov 2005 - Jul 2008 Ceased

Ri Advice Group Pty Ltd

May 2004 - Sep 2005 Ceased

Source: ASIC Financial Advisers Register