Georgie Morris Financial Planner Report

Name:
Georgie Morris

Rep Number:
000237760

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-10-01 onwards

Location:
Bentleigh, , VIC, 0

Licensee
Name:

Number:
000230458

ABN:
12 062 230 424

Appointed By
Name:
Totally Integrated Financial Planning Pty. Ltd.

Licence Number:
000230458

ABN:
12 062 230 424

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
Financial Planning Association
CFP Education Program
FPA in cooperation with Deakin University
Diploma of Financial Planning
Integratec (now Kaplan)
Diploma of Financial Services (Financial Planning)

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Tax Practitioners Board