Financial Adviser
· MELBOURNE, VIC
Cameron Morcher
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000462788
Cameron Morcher is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Cameron is currently authorised under Watershed Dealer Services. Cameron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cameron's qualifications include a Bachelor of Commerce from The University of Melbourne. Cameron is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Chartered Financial Analyst Institute (CFA Institute).
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
1996
Bachelor of Commerce
The University of Melbourne
2007
Chartered Financial Analyst (CFA)
CFA Institute
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
• Diploma of Financial Services (Financial Planning)
Kaplan
2013
Self Managed Super Funds
Kaplan
2020
Ethics and Professionalism in Financial Advice (FBC002B)
Ethics - Kaplan Professional