SAM MORARO

Financial Adviser ยท Southbank, VIC

Registered

Registration Number

000277697

Registration Status

Registered

Location

Southbank, VIC 3006

Providing Advice Since

1992

Registration Date

28/06/2004

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

1997 - Bachelor of Commerce (Applied Finance) (Honours) - - Deakin University
2002 - SDIA Accreditation Program - Other - Deakin Prime
2010 - Professional Diploma in Stockbroking - - Deakin University
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

๐Ÿข Professional Memberships

Stockbrokers and Investment Advisers Association (SIAA)

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.