Financial Adviser
· EAST MELBOURNE, VIC
Adam Morse
No disciplinary history on record with ASIC
EAST MELBOURNE,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000319010
Adam Morse is a financial adviser based in East Melbourne, Victoria, with 19 years of experience in the financial services industry since 2007. Adam is currently authorised under Gatekeeper 77. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a CFP Certification Program from Financial Planning Association of Australia Limited. Adam is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business
Swinburne University of Technology
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
CFP Certification Program
Financial Planning Association of Australia Limited
2012
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
TVISION PTY LTD
Source: ASIC Financial Advisers Register