Financial Adviser
· MOUNT GAMBIER, SA
Alistair Morgan
No disciplinary history on record with ASIC
MOUNT GAMBIER,
SA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003069
Licensee
Sydney, NSW (licence address on ASIC register)
About Alistair Morgan
Alistair Morgan is a financial adviser based in Mount Gambier, South Australia, with 19 years of experience in the financial services industry since 2007. Alistair works at Shadforth Financial Group, which is licensed through Shadforth Financial Group Limited. Alistair holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alistair's qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Alistair is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning) FNS50804
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Kaplan Professional
2010
Bachelor of Business
University of South Australia
2013
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education