Robert Geoffrey Morris
Financial Adviser in Deniliquin, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000344802
- Location
- Deniliquin NSW 2710
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 July 2025
- First provided advice
- 1994
- Qualifications
- Certified Financial Planner, FPA (1997); Diploma of Financial Planning, FPA (2000); Self Managed Superannuation Funds, Kaplan (2011); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Geoffrey Morris
Robert Geoffrey Morris is a financial adviser in Deniliquin, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000344802.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 1 July 2025.
The register records 1994 as the year Robert first provided financial advice. Qualifications and training on file include Certified Financial Planner (FPA, 1997), Diploma of Financial Planning (FPA, 2000) and Self Managed Superannuation Funds (Kaplan, 2011). Robert is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Robert Geoffrey Morris a registered financial adviser?
Yes. Robert Geoffrey Morris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000344802.
Which licensee does Robert Geoffrey Morris work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Robert Geoffrey 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.