Financial Adviser
· WARRNAMBOOL, VIC
Adrian Morley
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003866
Adrian Morley is a financial adviser based in Warrnambool, Victoria, with 21 years of experience in the financial services industry. Adrian is currently authorised under Sinclair Wilson Investment Services Pty Ltd. Adrian 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 Professional. Adrian is a member of AFA - Fellow Chartered Financial Practioner (FChFP).
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
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2011
Diploma of Financial Services (Financial Planning)
Kaplan
2018
SMSF Core Course
DBA
2019
Graduate Diploma of Financial Planning
Kaplan
2019
Master of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register