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