Samantha Jeanne Morris
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338219
- Location
- Deakin ACT 2600
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 28 June 2013
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, University of Canberra (2008); Diploma in Financial Services (Financial Planning), Kaplan Professional (2012); FASEA Financial Adviser Exam, FASEA (2019); Aged Care Accredited Professional, Aged Care Steps (2021); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Samantha Jeanne Morris
On the Financial Advisers Register kept by ASIC, Samantha Jeanne Morris appears as a current financial adviser in Deakin, Australian Capital Territory, adviser number 000338219.
Samantha provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 28 June 2013.
The register records 2009 as the year Samantha first provided financial advice. The qualifications listed for Samantha include Bachelor of Commerce (University of Canberra, 2008), Diploma in Financial Services (Financial Planning) (Kaplan Professional, 2012) and FASEA Financial Adviser Exam (FASEA, 2019). Professional memberships recorded: SMSF Association.
Samantha is authorised to advise 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 Samantha Jeanne Morris a registered financial adviser?
Yes. Samantha Jeanne Morris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338219.
Which licensee does Samantha Jeanne Morris work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Samantha Jeanne 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; managed discretionary account services.