IAN GREGORY MORGAN
Financial Adviser · Reedy Creek, QLD
📚 Qualifications & Training
1998 - Diploma of Financial Planning - - Deakin University
1999 - Certified Financial Planner - - FPA Australia
2005 - Masters of Commerce - Masters Degree (AQF 9) - University of Western Sydney
2022 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.