Shane Alexander Morgan
Financial Adviser in Newcastle West, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000310701
- Location
- Newcastle West NSW 2302
- Licensee
- Cutcher & Neale Financial Services Pty Ltd (AFSL 433814)
- Authorised since
- 1 May 2013
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, University of Newcastle (1995); Chartered Accountant Program, Chartered Accountants Australia and New Zealand (2000); Graduate Diploma of Financial Planning, Securities Institute Australia (2003); SMSF Specialist Advisor Program, SMSF Association Ltd (2006); Professional Certificate in Self-Managed Superannuation, University of Adelaide (2009); Certificate of Public Practice, Chartered Accountants Australia and New Zealand (2010); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education (2015); Tier 1 Foreign Exchange, Kaplan Higher Education (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Financial Services Institute; SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Alexander Morgan
On the Financial Advisers Register kept by ASIC, Shane Alexander Morgan appears as a current financial adviser in Newcastle West, New South Wales, adviser number 000310701.
Advice is given under the Australian financial services licence of Cutcher & Neale Financial Services Pty Ltd, licence number 433814. That authorisation dates from 1 May 2013.
According to the register, Shane first provided financial advice in 2007. The qualifications listed for Shane include Bachelor of Commerce (University of Newcastle, 1995), Chartered Accountant Program (Chartered Accountants Australia and New Zealand, 2000) and Graduate Diploma of Financial Planning (Securities Institute Australia, 2003). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Financial Services Institute.
Shane is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products and government debentures, stocks and bonds, 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: “Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.”
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Questions people ask
Is Shane Alexander Morgan a registered financial adviser?
Yes. Shane Alexander Morgan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000310701.
Which licensee does Shane Alexander Morgan work under?
Cutcher & Neale Financial Services Pty Ltd, Australian financial services licence 433814.
What can Shane Alexander Morgan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only."