Financial Adviser
· MELBOURNE, VIC
Zoe Louise Morris
No disciplinary history on record with ASIC
MELBOURNE,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254003
About Zoe Louise Morris
Zoe Louise Morris is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry since 2017. Zoe is currently authorised under Perpetual Trustee Company Limited, operating through Perpetual Trustee Company. Zoe holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Zoe's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
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
2021
Margin Lending Specialist
Kaplan Professional
2022
TFAv1 Tax for Financial Advising
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