Jon Morris – Financial Adviser
Adviser identifying number: 237787
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987
Name of the licence holder: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Licence number: 238141
Licensee’s ABN: 21104922394
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/11/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Authorised Representative identifying number: 238141
Authorised Representative’s ABN: 21104922394
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advance Diploma Financial Services – Deakin
- Diploma Financial Services – Deakin
- Estate Planning – Nat Mutual
- Financial Services Essential – Deakin
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Jon Morris is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation