Martin Morris
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000409446
- Location
- Bondi Junction NSW 2022
- Licensee
- Madison Financial Group Pty Ltd (AFSL 246679)
- Authorised since
- 30 June 2021
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, The University of the Witwatersrand Johannesburg (1992); Certified Financial Planner (CFP), Financial Planning Institute of South Africa (1996); Master of Business Administration, Heriot Watt University (1999); Advanced Diploma Financial Services (Financial Planning), International Institute of Technology (IIT) (2010); Principles in Self Managed Super Funds, International Institute of Technology (IIT) (2011); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2012); Master of Science in Strategic Planning, Heriot Watt University (2012); Margin Lending, International Institute of Technology (IIT) (2016)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Martin Morris
On the Financial Advisers Register kept by ASIC, Martin Morris appears as a current financial adviser in Bondi Junction, New South Wales, adviser number 000409446.
Advice is given under the Australian financial services licence of Madison Financial Group Pty Ltd, licence number 246679. The current authorisation started on 30 June 2021.
According to the register, Martin first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (The University of the Witwatersrand Johannesburg, 1992), Certified Financial Planner (CFP) (Financial Planning Institute of South Africa, 1996) and Master of Business Administration (Heriot Watt University, 1999). Martin 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, 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 Martin Morris a registered financial adviser?
Yes. Martin Morris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000409446.
Which licensee does Martin Morris work under?
Madison Financial Group Pty Ltd, Australian financial services licence 246679.
What can Martin Morris 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; retirement savings accounts; standard margin lending.