Financial Adviser
· CHELTENHAM, VIC
Jeffrey Morel
No disciplinary history on record with ASIC
CHELTENHAM,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320830
About Jeffrey Morel
Jeffrey Morel is a financial adviser based in Cheltenham, Victoria, with 20 years of experience in the financial services industry since 2006. Jeffrey is currently authorised under Alliance Wealth. Jeffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeffrey's qualifications include a Advanced Diploma of Financial Services from Kaplan Education Pty Ltd. Jeffrey 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Advanced Diploma of Financial Services
Kaplan Education Pty Ltd
2012
Diploma of Financial Planning
Intellitrain Pty Ltd
2024
Aged Care Course
Kaplan Higher Education