SAMANTHA JEANNE MORRIS
Financial Adviser · Deakin, ACT
📚 Qualifications & Training
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Canberra
2012 - Diploma in Financial Services (Financial Planning) - - Kaplan Professional
2019 - FASEA Financial Adviser Exam - Other - FASEA
2021 - Aged Care Accredited Professional - Professional Designations - Aged Care Steps
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.