Financial Adviser · CAMMERAY, NSW

Alexander Guy Morris

CAMMERAY, NSW

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000264096

Currently at

Mammoth Financial

Bundall, QLD (firm address)

View firm profile

About Alexander Guy Morris

Alexander Guy Morris is a financial adviser based in Cammeray, New South Wales, with 24 years of experience in the financial services industry since 2002. Alexander is currently authorised under Alliance Wealth, operating through Mammoth Financial. Alexander holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexander's qualifications include a Bachelor of Commerce (Finance & Marketing) from University of New South Wales. Alexander is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Commerce (Finance & Marketing)

University of New South Wales

2003

Graduate Dipoma of Financial Planning

Securities Institute

2009

SMSF Specialist Advisor (SSA) Accreditation

SMSF Association

Registration History

Alliance Wealth Pty Ltd

Dec 2021 - Present Current

Millennium 3 Financial Services Pty Ltd

May 2007 - Dec 2021 Ceased

Government Debentures, Stocks or Bonds - Class of product only.

Source: ASIC Financial Advisers Register