Bernard Morgan Financial Planner Report

Name:
Bernard John Morgan

Rep Number:
000235734

Status:
Current

First Advice:
1982

Disciplinary action:
No action

Most Recent Role:
2004-06-23 onwards

Location:
Belmont, Melbourne, VIC, 3216

Licensee
Name:

Number:
000245569

ABN:
93 106 888 215

Controlled By:

Appointed By
Name:
Rayg Pty Ltd

Licence Number:
000235442

ABN:
88 060 393 366

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
Non-Standard Margin Lending Facility
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Australian Investment Planners Association
Other - Cerified Planner

Memberships
Financial Planning Association of Australia (FPA)