WILLIAM MORRISON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1999 - DIPLOMA IN FINANCIAL MARKETS - - SECURITIES INSTITUTE
2000 - GRADUATE DIPLOMA IN APPLIED FINANCE AND INVESTMENT - - SECURITIES INSTITUTE
2010 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME
2019 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin
2022 - Relevant Provider Exam - Other - ASIC
2025 - Commercial Law - Other - Kaplan
2025 - Tax for Financial Advising - Other - Kaplan
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.