BRETT ANTHONY MORGAN


Licensee: HUNTER GREEN PTY LTD

BRETT ANTHONY MORGAN (Adviser# 001242357) 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 July 7, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRETT ANTHONY MORGAN
Adviser Number 001242357
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000225962
HUNTER GREEN PTY LTD
Licence ABN 12087491629
Licence Controlled By The G & A Hunter Family Trust
Adviser Start Date 2018-07-07
Appointing Representative Name HUNTER GREEN PTY LTD
Appointing Representative Number 000225962
Appointing Representative ABN 12087491629
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • BRETT ANTHONY MORGAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Business Accounting Griffith Univeristy
Chartered Accountant ICAA
Diploma Financial Planning Mentor
Principle of SMSF IIT

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000225962 HUNTER GREEN PTY LTD
Licence controlled by: The G & A Hunter Family Trust
2018-07-07 - HUNTER GREEN PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2016-05-26 - 2018-07-06 DOVER FINANCIAL ADVISERS PTY LTD

Licensee Information

Licence Name HUNTER GREEN PTY LTD
Licence Number 000225962
Licence ABN 12087491629

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER KIRKMAN Hunter Green Pty Ltd Current 2018-08-01
PATRICK SEAMUS QUIGLEY Hunter Green Pty Ltd Current 2018-07-23
RUSSELL EDGAR MANN Hunter Green Pty Ltd Current 2018-07-16
RUSSELL HARRIS Hunter Green Pty Ltd Current 2018-07-16
DANIEL MATHERS Hunter Green Pty Ltd Current 2018-07-07
EMILY MATTHEWS Hunter Green Pty Ltd Current 2018-07-07
SANDRA ANNE BURMEISTER Hunter Green Pty Ltd Current 2018-06-26
SUSAN JANE TALBOT Hunter Green Pty Ltd Current 2018-06-22
NAVDEEP SINGH Hunter Green Pty Ltd Current 2018-05-29
EMMET RYAN Hunter Green Pty Ltd Current 2018-05-04

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Dataset Information


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.