ZOE LOUISE MORRIS
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2009 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - RMIT University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2018 - Advanced Diploma of Financial planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2024 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
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.