Morgan Caldwell – Financial Adviser

Adviser identifying number: 309340
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 01/03/2010
The date the Financial Adviser ceased the appointment: 31/12/2010
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

• Bachelor of Commerce – University of Newcastle
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – Deakin University
• Master of Applied Finance – University of Newcastle
• Master of Business Administration – Southern Cross University

Relevant memberships of professional bodies or industry associations:

• Australian Institute of Management
• Financial Planning Association of Australia (FPA)

Morgan Caldwell is authorised to provide advices on following products: