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Cameron Morcher

Name
Cameron Morcher
ID
462788
ABN
–
First Provided Advice
2005

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
  • 2007 - Chartered Financial Analyst (CFA) - Professional Designations - CFA Institute
  • 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
  • 2012 - • Diploma of Financial Services (Financial Planning) - - Kaplan
  • 2013 - Self Managed Super Funds - - Kaplan
  • 2020 - Ethics and Professionalism in Financial Advice (FBC002B) - Bridging Course - Ethics - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Chartered Accountants Australia and New Zealand (CA ANZ)
  • Chartered Financial Analyst Institute (CFA Institute)

Licencee

Status
Ceased
Licence Holder
Primestock Securities Limited (#239180)
Commenced
Aug. 5, 2014
Ceased
Oct. 22, 2021
Status
Ceased
Licence Holder
Primestock Wealth Management Pty Ltd (#240277)
Commenced
Aug. 5, 2014
Ceased
Oct. 22, 2021
Status
Current
Licence Holder
Watershed Dealer Services Pty ltd (#436357)
Commenced
Jan. 20, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Credit Suisse AG (#226896)
Commenced
Jan. 1, 2013
Ceased
Aug. 1, 2014
Status
Ceased
Licence Holder
Macquarie Equities Limited (#237504)
Commenced
June 1, 2008
Ceased
Dec. 1, 2014