Financial Adviser
· MELBOURNE, VIC
Zoe Louise Morris
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254003
Zoe Louise Morris is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Zoe is currently authorised under Australia And New Zealand Banking Group Limited. Zoe 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities - Class of product advice only.
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (International Business)
RMIT University
2014
Diploma of Financial Planning
Monarch Institute
2018
Advanced Diploma of Financial planning
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
Master of Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Applied Finance
Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only.
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Source: ASIC Financial Advisers Register