Shane Alexander Morgan – Financial Adviser

Adviser identifying number: 310701
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: CUTCHER & NEALE FINANCIAL SERVICES PTY LTD
Licence number: 433814
Licensee’s ABN: 22160682879
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CUTCHER & NEALE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 433814
Authorised Representative’s ABN: 22160682879

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

Bachelor of Commerce – University of Newcastle
Chartered Accountant – Institute of Chartered Accountants
Diploma of Financial Planning – Securities Institute
SMSF Specialist Advisor (SSA) Accreditation – SMSF Association
Tier 1 Foreign Exchange – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Chartered Accountants Australia and New Zealand (CA)
Financial Services Institute
SMSF Association

Shane Alexander 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
Margin Lending Facility / Standard Margin Lending Facility