Jon Morris Financial Planner Report

Name:
Jon Morris

Rep Number:
000237787

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2008-11-01 onwards

Location:
Cheltenham, Melbourne, VIC, 3192

Licensee
Name:

Number:
000238141

ABN:
21 104 922 394

Appointed By
Name:
Risk And Investment Advisors Australia Pty. Ltd.

Licence Number:
000238141

ABN:
21 104 922 394

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

Qualifications
Deakin
Advance Diploma Financial Services
Deakin
Diploma Financial Services
Nat Mutual
Estate Planning
Deakin
Financial Services Essential

Memberships
Association of Financial Advisers (AFA)