GEORGIE MORRIS (Adviser# 000237760) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 1, 2003.
| Register Name | Financial Advisers |
| Adviser Name | GEORGIE MORRIS |
| Adviser Number | 000237760 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000230458 TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD. |
| Licence ABN | 12062230424 |
| Adviser Start Date | 2003-10-01 |
| Appointing Representative Name | TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD. |
| Appointing Representative Number | 000230458 |
| Appointing Representative ABN | 12062230424 |
| Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| CFP Education Program | Financial Planning Association |
| Diploma of Financial Planning | FPA in cooperation with Deakin University |
| Diploma of Financial Services (Financial Planning) | Integratec (now Kaplan) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230458 | TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD. | 2003-10-01 - | TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD. |
| Licence Name | TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD. |
| Licence Number | 000230458 |
| Licence ABN | 12062230424 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN PATRICK MCINERNEY | Totally Integrated Financial Planning Pty. Ltd. | Current | 2003-10-01 |
| RICHARD PAWLIK | Totally Integrated Financial Planning Pty. Ltd. | Current | 2003-10-01 |
| ROBERT WALDRON | Totally Integrated Financial Planning Pty. Ltd. | Current | 2003-10-01 |
| HELEN SJOGREN | Totally Integrated Financial Planning Pty. Ltd. | Ceased | 2003-10-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN PATRICK MCINERNEY | Totally Integrated Financial Planning Pty. Ltd. | Current | 2003-10-01 |
| RICHARD PAWLIK | Totally Integrated Financial Planning Pty. Ltd. | Current | 2003-10-01 |
| ROBERT WALDRON | Totally Integrated Financial Planning Pty. Ltd. | Current | 2003-10-01 |
| HELEN SJOGREN | Totally Integrated Financial Planning Pty. Ltd. | Ceased | 2003-10-01 |
Please comment or provide details below to improve the information on .
| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.