Andrew William Morris – Financial Adviser
Adviser identifying number: 1243029
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: SMSF ADVICE PTY LIMITED
Licence number: 234664
Licensee’s ABN: 11074225353
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 15/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVICE PTY LIMITED
Authorised Representative identifying number: 234664
Authorised Representative’s ABN: 11074225353
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:
- Bachelor of Business (Accounting) – Swinburne University of Technology
- Diploma Of Financial Planning – Integrity Education Group
Relevant memberships of professional bodies or industry associations:
- CA – Chartered Accountants
- Chartered Accountants Australia and New Zealand (CA)
Andrew William Morris is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility