Susan Janet Morris
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000452419
- Location
- Sydney NSW 2000
- Licensee
- Apt Wealth Partners Pty Ltd (AFSL 436121)
- Authorised since
- 3 August 2026
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2015); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); SMSF Course, University of Adelaide (2015); DFP5V3- Tax for Financial Advising, Kaplan (2018); TASACLV1 -Commercial Law, Kaplan (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023); FPE011 Debt Strategies, Kaplan Higher Education Pty Limited (2024); Master of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Memberships
- Asia Pacific Financial Services Association (APFinSA); 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Susan Janet Morris
Susan Janet Morris is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000452419.
Advice is given under the Australian financial services licence of Apt Wealth Partners Pty Ltd, licence number 436121. That authorisation dates from 3 August 2026.
According to the register, Susan first provided financial advice in 2013. The qualifications listed for Susan include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013), Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2015) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2015). Professional memberships recorded: Asia Pacific Financial Services Association (APFinSA) and Financial Advice Association of Australia (FAAA).
Susan 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. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Susan Janet Morris a registered financial adviser?
Yes. Susan Janet Morris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000452419.
Which licensee does Susan Janet Morris work under?
Apt Wealth Partners Pty Ltd, Australian financial services licence 436121.
What can Susan Janet 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; standard margin lending.