Louise Ann Morris – Financial Adviser

Adviser identifying number: 245080
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: EVENTUS WEALTH MANAGEMENT PTY LTD
Licence number: 335815
Licensee’s ABN: 62134958642
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/06/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVENTUS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000335815
Authorised Representative’s ABN: 62134958642

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:

• Financial Planning Accreditation Program – ICAA & pact Accountants Investment Group
• Margin Lending & Geared Investments – Kaplan Education
• SMSF Specialist Accreditation – SMSF Association
• Self Managed Superannuation Funds Adviser Course – The Strategist Group

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association

Louise Ann 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
• Margin Lending Facility / Standard Margin Lending Facility