THOMAS MORRIS

Financial Adviser · Melbourne, VIC

Registered

THOMAS MORRIS is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2015, based in Melbourne, Victoria. They are authorised to provide advice under CAPSTONE FINANCIAL PLANNING PTY LTD (AFSL licence #000223135). Registered qualifications on file include 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.

Registration Number

001237004

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2015

Registration Date

01/12/2018

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 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

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.