Adam Morse
Financial Adviser in East Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319010
- Location
- East Melbourne VIC 3002
- Licensee
- Gatekeeper 77 Pty Ltd (AFSL 557074)
- Authorised since
- 1 August 2024
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, Swinburne University of Technology (2005); Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Margin Lending and Geared Investments, Kaplan Professional (2010); CFP Certification Program, Financial Planning Association of Australia Limited (2011); Self Managed Superannuation Funds, Kaplan Professional (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Morse
On the Financial Advisers Register kept by ASIC, Adam Morse appears as a current financial adviser in East Melbourne, Victoria, adviser number 000319010.
The licensee Adam advises under is Gatekeeper 77 Pty Ltd (AFS licence 557074). That authorisation dates from 1 August 2024.
According to the register, Adam first provided financial advice in 2007. The qualifications listed for Adam include Bachelor of Business (Swinburne University of Technology, 2005), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam Morse a registered financial adviser?
Yes. Adam Morse is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319010.
Which licensee does Adam Morse work under?
Gatekeeper 77 Pty Ltd, Australian financial services licence 557074.
What can Adam Morse give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.