Tobias Ross Morgan
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000275912
- Location
- Melbourne VIC 3000
- Licensee
- Redwood Financial Services Pty Ltd (AFSL 543482)
- Authorised since
- 17 November 2022
- First provided advice
- 2004
- Qualifications
- PS146 Accreditation, Tribeca (2005)
- 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 Tobias Ross Morgan
Tobias Ross Morgan is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000275912.
Tobias provides advice as an authorised representative of Redwood Financial Services Pty Ltd, which holds Australian financial services licence 543482. That authorisation dates from 17 November 2022.
The register records 2004 as the year Tobias first provided financial advice. The qualifications listed for Tobias include PS146 Accreditation (Tribeca, 2005). Tobias is recorded as a member of Financial Advice Association of Australia (FAAA).
Tobias 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 Tobias Ross Morgan a registered financial adviser?
Yes. Tobias Ross Morgan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000275912.
Which licensee does Tobias Ross Morgan work under?
Redwood Financial Services Pty Ltd, Australian financial services licence 543482.
What can Tobias Ross Morgan 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.