Alexander Morgan
Financial Adviser in Hobart, Tasmania, Australia
Review Alexander Morgan
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 number001242872
- Location
- Hobart TAS 7000
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 20 October 2025
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Finance/Economics), Charles Sturt University (2015); Business Law (LAW110), Charles Sturt University (2015); Graduate Certificate in Finance, Charles Sturt University (2016); Economic and Legal Context for Financial Planning, Kaplan Professional (2024); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024); Client Engagement Skills, Kaplan Professional (2025); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander Morgan
On the Financial Advisers Register kept by ASIC, Alexander Morgan appears as a current financial adviser in Hobart, Tasmania, adviser number 001242872.
The licensee Alexander advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 20 October 2025.
The register records 2016 as the year Alexander first provided financial advice. Qualifications and training on file include Bachelor of Business (Finance/Economics) (Charles Sturt University, 2015), Business Law (LAW110) (Charles Sturt University, 2015) and Graduate Certificate in Finance (Charles Sturt University, 2016).
Alexander 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.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
Reviews
Nobody has reviewed Alexander Morgan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Alexander Morgan a registered financial adviser?
Yes. Alexander Morgan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001242872.
Which licensee does Alexander Morgan work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Alexander Morgan 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."