Pearse Joseph Morgan – Financial Adviser
Adviser identifying number: 230466
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991
Name of the licence holder: RGM FINANCIAL PLANNERS PTY LTD
Licence number: 229471
Licensee’s ABN: 47083204791
Licence controlled by:
The date the Financial Adviser commenced the appointment: 26/06/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RGM FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 229471
Authorised Representative’s ABN: 47083204791
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 – Gippsland Institute of Advance Education
- Certified Financial Planner – Financial Planning Association of Australia
- PFP Specialist in Financial Planning – CPA
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
Pearse Joseph Morgan 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