SHANE ALEXANDER MORGAN
Financial Adviser · Newcastle West, NSW
📚 Qualifications & Training
1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2000 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia
2006 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
2009 - Professional Certificate in Self-Managed Superannuation - Other - University of Adelaide
2010 - Certificate of Public Practice - Other - Chartered Accountants Australia and New Zealand
2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education
2016 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
2016 - Tier 1 Foreign Exchange - Other - Kaplan Higher Education
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Financial Services Institute
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.