Ian Gregory Morgan
Financial Adviser in Reedy Creek, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000257631
- Location
- Reedy Creek QLD 4227
- Licensee
- Igm Financial Planning Pty. Ltd. (AFSL 239651)
- Authorised since
- 1 December 2003
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Deakin University (1998); Certified Financial Planner, FPA Australia (1999); Masters of Commerce, University of Western Sydney (2005); FPC002B Ethics and Professionalism in Financial Planning, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Gregory Morgan
On the Financial Advisers Register kept by ASIC, Ian Gregory Morgan appears as a current financial adviser in Reedy Creek, Queensland, adviser number 000257631.
Ian provides advice as an authorised representative of Igm Financial Planning Pty. Ltd., which holds Australian financial services licence 239651. That authorisation dates from 1 December 2003.
The register records 1994 as the year Ian first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 1998), Certified Financial Planner (FPA Australia, 1999) and Masters of Commerce (University of Western Sydney, 2005). Ian is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ian Gregory Morgan a registered financial adviser?
Yes. Ian Gregory Morgan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000257631.
Which licensee does Ian Gregory Morgan work under?
Igm Financial Planning Pty. Ltd., Australian financial services licence 239651.
What can Ian Gregory Morgan give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds.