ANDREW PHILLIP MORRISON

Financial Adviser ยท Wagga Wagga, NSW

Registered

Registration Number

001239966

Registration Status

Registered

Location

Wagga Wagga, NSW 2650

Providing Advice Since

2016

Registration Date

07/03/2016

Financial Services Licensee

MERIT WEALTH PTY LTD

Licence #000409361

๐Ÿ“š Qualifications & Training

2002 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2006 - CPA Program - Professional Designations - CPA Australia
2016 - RG146 - Generic Knowledge, Superannuation and SMSF - - CPA Australia
2025 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

CPA Australia (CPA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.