MELISSA MARY MORRIS
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
2010 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2022 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2022 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education Pty Limited
2023 - FPC004 Insurance Advice - Other - Kaplan Higher Education Pty Limited
2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
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.