MORGAN PATRICK COLLINS

Financial Adviser ยท The Basin, VIC

Registered

Registration Number

001246844

Registration Status

Registered

Location

The Basin, VIC 3154

Providing Advice Since

2016

Registration Date

11/06/2018

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2016 - Bachelor of Commerce (Financial Planning) - - Deakin University Australia
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

๐Ÿข Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

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.