Financial Adviser · OSBORNE PARK, WA

Melissa Mary Morris

OSBORNE PARK, WA

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000323629

Currently at

Strategic Prosperity Group

Sydney, NSW (firm address)

View firm profile

About Melissa Mary Morris

Melissa Mary Morris is a financial adviser based in Osborne Park, Western Australia, with 18 years of experience in the financial services industry since 2008. Melissa is currently authorised under Sentry Advice, operating through Strategic Prosperity Group. Melissa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Melissa's qualifications include a Diploma of Financial Planning from Kaplan.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation - all Authorisation above excludes Self Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Planning

Kaplan

2022

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2022

FPC003 Superannuation and Retirement Advice

Kaplan Higher Education Pty Limited

2023

FPC004 Insurance Advice

Kaplan Higher Education Pty Limited

2023

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Sentry Advice Pty Ltd

Oct 2018 - Present Current

Superannuation - all Authorisation above excludes Self Managed Superannuation Funds advice

SENTRY FINANCIAL PLANNING PTY LTD

Mar 2008 - Sep 2018 Ceased

Superannuation Authorisation excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register