Morgen Bree Harris – Financial Adviser

Adviser identifying number: 333677
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: CIP LICENSING LIMITED
Licence number: 471728
Licensee’s ABN:
Licence controlled by: CIPL (HOLDING) LIMITED

The date the Financial Adviser commenced the appointment: 08/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CIP LICENSING LIMITED
Authorised Representative identifying number: 471728
Authorised Representative’s ABN:

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:

  • Bachelor Of Business (Financial Risk Management) – Victoria University
  • Diploma of Financial Planning RG 146 – Victoria University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Morgen Bree Harris is authorised to provide advices on following products:

  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products