Alistair Morgan – Financial Adviser

Adviser identifying number: 1003069
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: SHADFORTH FINANCIAL GROUP LIMITED
Licence number: 318613
Licensee’s ABN: 27127508472
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 14/04/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHADFORTH FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 318613
Authorised Representative’s ABN: 27127508472

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:

• Advanced Diploma in Financial Services (Financial Planning) – Kaplan Professional
• Bachelor of Business – University of South Australia
• Certificate IV in Business (Frontline Management – Business SA
• Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
• Diploma in Financial Services (Financial Planning) – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Alistair Morgan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility