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