Georgie Morris – Financial Adviser
Adviser identifying number: 237760
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.
Licence number: 230458
Licensee’s ABN: 12062230424
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.
Authorised Representative identifying number: 230458
Authorised Representative’s ABN: 12062230424
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:
- CFP Education Program – Financial Planning Association
- Diploma of Financial Planning – FPA in cooperation with Deakin University
- Diploma of Financial Services (Financial Planning) – Integratec (now Kaplan)
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
- Tax Practitioners Board
Georgie Morris 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
- Retirement Savings Account Products
- Securities
- Superannuation