Michael Morcos
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007293
- Location
- Sydney NSW 2000
- Licensee
- Stamford (Wealth Management) Pty Ltd (AFSL 432426)
- Authorised since
- 31 March 2013
- First provided advice
- 2004
- Qualifications
- Bachelor of Engineering, University of New South Wales (2000); Diploma of Financial Services (Financial Planning), ThreeSixty/ Kaplan (2004); Masters in Management, University of New South Wales (2005); Advanced Diploma of Financial Services (Financial Planning), ThreeSixty/ Kaplan (2006)
- Memberships
- Associated Advisory Practices
- 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, standard margin lending
- Register status
- Current
About Michael Morcos
Michael Morcos is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001007293).
Advice is given under the Australian financial services licence of Stamford (Wealth Management) Pty Ltd, licence number 432426. That authorisation dates from 31 March 2013.
According to the register, Michael first provided financial advice in 2004. The qualifications listed for Michael include Bachelor of Engineering (University of New South Wales, 2000), Diploma of Financial Services (Financial Planning) (ThreeSixty/ Kaplan, 2004) and Masters in Management (University of New South Wales, 2005). Professional memberships recorded: Associated Advisory Practices.
Michael is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total.
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Questions people ask
Is Michael Morcos a registered financial adviser?
Yes. Michael Morcos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007293.
Which licensee does Michael Morcos work under?
Stamford (Wealth Management) Pty Ltd, Australian financial services licence 432426.
What can Michael Morcos 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; standard margin lending.