MORRIS ALEXANDER
Financial Adviser · King Street Wharf Sydney, NSW
📚 Qualifications & Training
2013 - Bachelor of Business & Commerce - Bachelor Degree (AQF 7) - University of Western Sydney
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2022 - SMSF Regulations and Taxation - Other - Kaplan Professional
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
SMSF Association
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.