Jeffrey Morel
Financial Adviser in Cheltenham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320830
- Location
- Cheltenham VIC 3192
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 6 December 2021
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Services, Kaplan Education Pty Ltd (2009); Diploma of Financial Planning, Intellitrain Pty Ltd (2012); Aged Care Course, Kaplan Higher Education (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeffrey Morel
On the Financial Advisers Register kept by ASIC, Jeffrey Morel appears as a current financial adviser in Cheltenham, Victoria, adviser number 000320830.
The licensee Jeffrey advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 6 December 2021.
According to the register, Jeffrey first provided financial advice in 2006. Qualifications and training on file include Advanced Diploma of Financial Services (Kaplan Education Pty Ltd, 2009), Diploma of Financial Planning (Intellitrain Pty Ltd, 2012) and Aged Care Course (Kaplan Higher Education, 2024). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jeffrey is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jeffrey Morel a registered financial adviser?
Yes. Jeffrey Morel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320830.
Which licensee does Jeffrey Morel work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jeffrey Morel give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.