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