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