Alan Morey Financial Planner Report

Name:
Alan Stuart Morey

Rep Number:
000241907

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Canterbury, Melbourne, VIC, 3126

Licensee
Name:

Number:
000230690

ABN:
23 002 336 254

Controlled By:

Appointed By
Name:
Godfrey Pembroke Limited

Licence Number:
000230690

ABN:
23 002 336 254

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

Qualifications
Monash University
Bachelor Degree - Economics
University of Melbourne
Masters Degree - Applied Finance

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
SMSF Association