James Anthony David Morrow
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000406415
- Location
- Sydney NSW 2000
- Licensee
- Evans and Partners Pty. Ltd. (AFSL 318075)
- Authorised since
- 27 September 2021
- First provided advice
- 2011
- Qualifications
- Bachelor of Finance, Australian National University (2010); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Commercial Law, Kaplan Professional (2023); Tax for Financial Advising, Kaplan Professional (2023)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About James Anthony David Morrow
James Anthony David Morrow is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000406415).
James provides advice as an authorised representative of Evans and Partners Pty. Ltd., which holds Australian financial services licence 318075. The current authorisation started on 27 September 2021.
According to the register, James first provided financial advice in 2011. The qualifications listed for James include Bachelor of Finance (Australian National University, 2010), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2012) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020).
James is authorised to advise on superannuation, securities, managed investment schemes, 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 James Anthony David Morrow a registered financial adviser?
Yes. James Anthony David Morrow is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000406415.
Which licensee does James Anthony David Morrow work under?
Evans and Partners Pty. Ltd., Australian financial services licence 318075.
What can James Anthony David Morrow give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds.