Data sourced from ASIC Financial Advisers Register
Financial Adviser · TORQUAY, VIC

Michael Randolph Morse

19 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001003868

Michael Randolph Morse is a financial adviser based in Torquay, Victoria, with 19 years of experience in the financial services industry. Michael is currently authorised under Akumin Financial Planning Pty Limited. Michael 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 Advanced Diploma 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 Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2023
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Dec 2021 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Commonwealth Financial Planning Limited
Mar 2007 - Nov 2021 Ceased
Not authorised to provide personal advice on Securities and Standard Margin Lending.

Source: ASIC Financial Advisers Register