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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 alongside the senior planners within the office. She currently holds an Advanced Diploma of Financial Services (Financial Planning) and a specialist accreditation in Rural Real Estate Planning. Morgan is also a Senior Associate and Certified Insurance Professional of the Australian and New Zealand Institute of Insurance and Finance.
As an Authorised Representative, Morgan believes in helping her clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. She achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions.
Services
Morgan is authorised to provide a wide range of facilities to you, including:
- Investment Planning
- Wealth Accumulation Advice
- Risk Planning Management
- Superannuation Advice
- Retirement Planning Advice
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.
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
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