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