DARCY KEITH MORRIS

Financial Adviser · Shepparton, VIC

Registered

Registration Number

001302433

Registration Status

Registered

Location

Shepparton, VIC 3630

Providing Advice Since

2022

Registration Date

22/03/2023

Financial Services Licensee

OZPLAN FINANCIAL SERVICES PTY LTD

Licence #000221235

📚 Qualifications & Training

2015 - Bachelor of Business - Bachelor Honours Degree (AQF 8) - Blue Mountains International Hotel Management School
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University

ℹ️ 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.