Alistair Morgan
Financial Adviser in Mount Gambier, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003069
- Location
- Mount Gambier SA 5290
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 14 April 2010
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning) FNS50804, Kaplan Professional (2007); Advanced Diploma of Financial Services (Financial Planning) FNS60404, Kaplan Professional (2008); Bachelor of Business, University of South Australia (2010); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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 Alistair Morgan
Alistair Morgan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Gambier, South Australia (adviser number 001003069).
Advice is given under the Australian financial services licence of Shadforth Financial Group Limited, licence number 318613. The current authorisation started on 14 April 2010.
According to the register, Alistair first provided financial advice in 2007. Qualifications and training on file include Diploma of Financial Services (Financial Planning) FNS50804 (Kaplan Professional, 2007), Advanced Diploma of Financial Services (Financial Planning) FNS60404 (Kaplan Professional, 2008) and Bachelor of Business (University of South Australia, 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 Alistair Morgan a registered financial adviser?
Yes. Alistair Morgan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003069.
Which licensee does Alistair Morgan work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Alistair 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; standard margin lending.