NATHAN ROSS MORGAN

Financial Adviser ยท Como, WA

Registered

Registration Number

001305049

Registration Status

Registered

Location

Como, WA 6152

Providing Advice Since

2024

Registration Date

03/08/2023

Financial Services Licensee

TFG AUSTRALIA PTY LTD

Licence #000337755

๐Ÿ“š Qualifications & Training

2020 - Economics and Legal Context for Financial Planning - Other - Kaplan Professional
2021 - Tax and Commercial Law for Financial Planning - Other - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.