Pearse Morgan Financial Planner Report

Name:
Pearse Joseph Morgan

Rep Number:
000230466

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2003-06-26 onwards

Licensee
Name:

Number:
000229471

ABN:
47 083 204 791

Appointed By
Name:
Rgm Financial Planners Pty Ltd

Licence Number:
000229471

ABN:
47 083 204 791

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
Gippsland Institute of Advance Education
Bachelor of Business
Financial Planning Association of Australia
Certified Financial Planner
CPA
PFP Specialist in Financial Planning

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)