Morgen Bree Harris
Financial Adviser in Melbouurne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333677
- Location
- Melbouurne VIC 3000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 30 October 2019
- First provided advice
- 2009
- Qualifications
- Bachelor Of Business (Financial Risk Management), Victoria University (2006); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, life risk insurance, life investment products
- Restriction
- Can provide advice in Superannuation except for Self-Managed Superannuation Funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Morgen Bree Harris
Morgen Bree Harris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbouurne, Victoria (adviser number 000333677).
Advice is given under the Australian financial services licence of Shadforth Financial Group Limited, licence number 318613. That authorisation dates from 30 October 2019.
According to the register, Morgen first provided financial advice in 2009. Qualifications and training on file include Bachelor Of Business (Financial Risk Management) (Victoria University, 2006) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Education Pty Ltd, 2020). Morgen is recorded as a member of Financial Advice Association of Australia (FAAA).
Morgen is authorised to advise on superannuation, life risk insurance and life investment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Can provide advice in Superannuation except for Self-Managed Superannuation Funds.”
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Questions people ask
Is Morgen Bree Harris a registered financial adviser?
Yes. Morgen Bree Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333677.
Which licensee does Morgen Bree Harris work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Morgen Bree Harris give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products. It also records this restriction: "Can provide advice in Superannuation except for Self-Managed Superannuation Funds."