Financial Adviser
· LEPPINGTON, NSW
James Morog
No disciplinary history on record with ASIC
LEPPINGTON,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003358
James Morog is a financial adviser based in Leppington, New South Wales, with 17 years of experience in the financial services industry since 2009. James is currently authorised under GPS Wealth, operating through Wealth Collaboration Group. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Advanced Diploma of Financial Planning from Kaplan Professional. James 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Self-Managed Superannuation Funds
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2017
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education
2018
FPC004 Insurance Advice
Kaplan Higher Education
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional
Registration History
Advice in Securities - Limited to Model Portfolios
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register