Adrian Morley
Financial Adviser in Warrnambool, Victoria, Australia
Review Adrian Morley
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003866
- Location
- Warrnambool VIC 3280
- Licensee
- Sinclair Wilson Investment Services Pty Ltd (AFSL 229238)
- Authorised since
- 1 August 2022
- First provided advice
- 2005
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan (2011); Diploma of Financial Services (Financial Planning), Kaplan (2011); SMSF Core Course, DBA (2018); Graduate Diploma of Financial Planning, Kaplan (2019); Master of Financial Planning, Kaplan Professional (2019)
- Memberships
- AFA - Fellow Chartered Financial Practioner (FChFP)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Adrian Morley
Adrian Morley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warrnambool, Victoria (adviser number 001003866).
Advice is given under the Australian financial services licence of Sinclair Wilson Investment Services Pty Ltd, licence number 229238. The current authorisation started on 1 August 2022.
The register records 2005 as the year Adrian first provided financial advice. The qualifications listed for Adrian include Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2011), Diploma of Financial Services (Financial Planning) (Kaplan, 2011) and SMSF Core Course (DBA, 2018). Adrian is recorded as a member of AFA – Fellow Chartered Financial Practioner (FChFP).
Adrian is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Adrian Morley here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Adrian Morley a registered financial adviser?
Yes. Adrian Morley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003866.
Which licensee does Adrian Morley work under?
Sinclair Wilson Investment Services Pty Ltd, Australian financial services licence 229238.
What can Adrian Morley 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.