LOUISE ANN MORRIS (Adviser# 000245080) 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 June 13, 2009.
| Register Name | Financial Advisers |
| Adviser Name | LOUISE ANN MORRIS |
| Adviser Number | 000245080 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000335815 EVENTUS WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 62134958642 |
| Adviser Start Date | 2009-06-13 |
| Appointing Representative Name | EVENTUS WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000335815 |
| Appointing Representative ABN | 62134958642 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Financial Planning Accreditation Program | ICAA & pact Accountants Investment Group |
| Margin Lending & Geared Investments | Kaplan Education |
| SMSF Specialist Accreditation | SMSF Association |
| Self Managed Superannuation Funds Adviser Course | The Strategist Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000335815 | EVENTUS WEALTH MANAGEMENT PTY LTD | 2009-06-13 - | EVENTUS WEALTH MANAGEMENT PTY LTD |
| Licence Name | EVENTUS WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000335815 |
| Licence ABN | 62134958642 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WENDY ALEXANDRA GRANT FERGIE | Eventus Wealth Management Pty Ltd | Current | 2018-05-28 |
| JESSICA STEPHANIE ORRICO | Eventus Wealth Management Pty Ltd | Ceased | 2018-03-01 |
| JENNIFER ANNE WEIGHT | Eventus Wealth Management Pty Ltd | Current | 2017-02-13 |
| DAVID RAYMOND CARLSON | Eventus Wealth Management Pty Ltd | Current | 2017-02-01 |
| ANGELA MAREE POLLARD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| DONALD ROY MCDONALD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WENDY ALEXANDRA GRANT FERGIE | Eventus Wealth Management Pty Ltd | Current | 2018-05-28 |
| JESSICA STEPHANIE ORRICO | Eventus Wealth Management Pty Ltd | Ceased | 2018-03-01 |
| JENNIFER ANNE WEIGHT | Eventus Wealth Management Pty Ltd | Current | 2017-02-13 |
| DAVID RAYMOND CARLSON | Eventus Wealth Management Pty Ltd | Current | 2017-02-01 |
| ANGELA MAREE POLLARD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| DONALD ROY MCDONALD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
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| 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.