TAYLA CHRISTINA MORRIS

Financial Adviser Ā· Maroochydore, QLD

Registered

Registration Number

001272882

Registration Status

Registered

Location

Maroochydore, QLD 4558

Providing Advice Since

2018

Registration Date

28/11/2022

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

šŸ“š Qualifications & Training

2017 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2021 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast
2022 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - University of the Sunshine Coast
2024 - Ethics and Professionalism in Financial Advice Course (FPC002b) - Bridging Course - Ethics - Kaplan Higher Education
2026 - Specialist SMSF Course - Other - SuperConcepts & University of Adelaide

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)

ā„¹ļø 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.