Georgina Morris
Financial Adviser in Highett, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237760
- Location
- Highett VIC 3190
- Licensee
- Totally Integrated Financial Planning Pty. Ltd. (AFSL 230458)
- Authorised since
- 1 October 2003
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (now Kaplan) (2003); Diploma of Financial Planning, FPA in cooperation with Deakin University (2004); CFP Education Program, Financial Planning Association (2005)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- 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 Georgina Morris
Georgina Morris is a financial adviser in Highett, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000237760.
The licensee Georgina advises under is Totally Integrated Financial Planning Pty. Ltd. (AFS licence 230458). That authorisation dates from 1 October 2003.
The register records 2003 as the year Georgina first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Integratec (now Kaplan), 2003), Diploma of Financial Planning (FPA in cooperation with Deakin University, 2004) and CFP Education Program (Financial Planning Association, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Georgina is authorised to advise 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 Georgina Morris a registered financial adviser?
Yes. Georgina Morris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237760.
Which licensee does Georgina Morris work under?
Totally Integrated Financial Planning Pty. Ltd., Australian financial services licence 230458.
What can Georgina Morris 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.