Timothy Morfesse Financial Planner Report

Name:
Timothy Morfesse

Rep Number:
000229864

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2015-04-30 onwards

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
Lonsdale Financial Group Limited

Licence Number:
000246934

ABN:
76 006 637 225

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Melbourne University
Bachelor of Commerce
Deakin University
Diploma of Financial Planning

Memberships
SMSF Association