Melissa Mary Morris
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323629
- Location
- Osborne Park WA 6017
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 1 October 2018
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Planning, Kaplan (2010); FPC001B Economic and Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2022); FPC003 Superannuation and Retirement Advice, Kaplan Higher Education Pty Limited (2022); FPC004 Insurance Advice, Kaplan Higher Education Pty Limited (2023); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2023)
- 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
- Restriction
- Superannuation - all Authorisation above excludes Self Managed Superannuation Funds advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Melissa Mary Morris
Melissa Mary Morris is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000323629.
The licensee Melissa advises under is Sentry Advice Pty Ltd (AFS licence 227748). The current authorisation started on 1 October 2018.
According to the register, Melissa first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Planning (Kaplan, 2010), FPC001B Economic and Legal Context for Financial Planning (Kaplan Higher Education Pty Limited, 2022) and FPC003 Superannuation and Retirement Advice (Kaplan Higher Education Pty Limited, 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – all Authorisation above excludes Self Managed Superannuation Funds advice.”
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Questions people ask
Is Melissa Mary Morris a registered financial adviser?
Yes. Melissa Mary Morris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323629.
Which licensee does Melissa Mary Morris work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Melissa Mary 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. It also records this restriction: "Superannuation - all Authorisation above excludes Self Managed Superannuation Funds advice."