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Profile - Morgan Wass
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Morgan Wass
Authorised Representative
108 Alexandra Street
North Rockhampton QLD 4701
Tel: (07) 4926 9722
Fax: (07) 4926 8844
Mob: n/a
Email: morgan.wass@elders.com.au
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 331019
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Morgan has been in the financial planning industry for a number of years and over this time has gained considerable industry experience through her studies, continual professional development and practical experience working along side the senior planners within the office.
Morgan currently holds a Diploma of Financial Services (Financial Planning) and is working towards the completion of her Advanced Diploma. Morgan is also a Senior Associate and Certified Insurance Professional of the Australian and New Zealand Institute of Insurance and Finance.
Having spent much of her time in a support role in the areas of research, strategy development and preparation of Statements of Advice, Morgan is very much looking forward to the opportunity of working directly with clients to meet their lifestyle goals.
Services
Morgan is authorised to provide the following services and advice to you:
- Risk Planning Management
- Superannuation Advice
Important Information
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Elders Financial Planning Pty Ltd. AFSL 224645
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
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