Financial Adviser
· CAWDOR, NSW
Morgan David Jones
No disciplinary history on record with ASIC
CAWDOR,
NSW
22
Years experience
ASIC Registered · ADV 000271899
About Morgan David Jones
Morgan David Jones is a financial adviser based in Cawdor, New South Wales, with 22 years of experience in the financial services industry since 2004. Morgan is currently authorised under Templestone Financial Services. Morgan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Morgan's qualifications include a Diploma of Financial Planning from FPA.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
1998
Diploma of Financial Planning
FPA
1999
Insurance Planning: Principles & Applications
Independent Centre of Financial Planning
2020
Advance Financial Diploma
International Institute of Technology
2020
Self Managed Superannuation Funds
Kaplan
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Standard Margin Lending.
RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Source: ASIC Financial Advisers Register