THOMAS MORRIS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2013 - Bachelor of Business (Economics and Finance) (Applied) - Bachelor Degree (AQF 7) - RMIT University
2014 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Monarch Institute
2016 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Monarch Institute
2020 - DFP5v5 Tax for Financial Advising - Other - Kaplan Professional
2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2021 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2023 - Two Day Accredited Residential Aged Care Workshop - Other - knowITgroup
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.