Martin Morris – Financial Adviser

Adviser identifying number: 409446
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence number: 230323
Licensee’s ABN: 65006373995
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 15/04/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONSULTUM FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 230323
Authorised Representative’s ABN: 65006373995

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:

• Advanced Diploma Financial Services (Financial Planning) – International Institute of Technology (IIT)
• Certified Financial Planner (CFP) – University of Orange Free State (South Africa)
• Fellow Chartered Financial Practitioner (FChFP) – Association of Financial Advisers (AFA)
• Margin Lending – International institute of Technology
• Principles in Self Managed Super Funds – International Institute of Technology (IIT)

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Martin Morris is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility