Morris Kaplan Financial Planner Report

Name:
Morris Kaplan

Rep Number:
000276910

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000430062

ABN:
64 155 907 681

Controlled By:

Appointed By
Name:
SMSF Advisers Network Pty Ltd

Licence Number:
000430062

ABN:
64 155 907 681

May advise on following product areas:
Non-basic Deposit Products
Superannuation

Qualifications
University of Witwatersrand
Bachelor of Commerce
FINSIA
Graduate Diploma in Applied Finance
University of Cape Town
Post Graduate Certificate in Theory of Accounting

Memberships
Chartered Accountants Australia and New Zealand (CA)
National Tax and Accountants' Association (NTAA)
The Financial Services Institute of Australasia (FINSIA)