Financial Adviser
· BONDI JUNCTION, NSW
Martin Morris
No disciplinary history on record with ASIC
BONDI JUNCTION,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409446
About Martin Morris
Martin Morris is a financial adviser based in Bondi Junction, New South Wales, with 15 years of experience in the financial services industry since 2011. Martin is currently authorised under Madison Financial Group. Martin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Martin's qualifications include a Certified Financial Planner (CFP) from Financial Planning Institute of South Africa. Martin is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Commerce
The University of the Witwatersrand Johannesburg
1996
Certified Financial Planner (CFP)
Financial Planning Institute of South Africa
1999
Master of Business Administration
Heriot Watt University
2010
Advanced Diploma Financial Services (Financial Planning)
International Institute of Technology (IIT)
2011
Principles in Self Managed Super Funds
International Institute of Technology (IIT)
2012
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2012
Master of Science in Strategic Planning
Heriot Watt University
2016
Margin Lending
International Institute of Technology (IIT)