Morplan Pty ltd

AFS License Number
530260
Name
Morplan Pty ltd
ABN/ACN/ARBN
41118352284
Licensee issued
July 16, 2021
Address
Ballarat, 3350, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Craig John Smith 2003 Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan ~ SMSF Specialist Advisor - SMSF Association
 Graeme Leslie Orr 1994 ASX Accredited Listed Products Adviser Program - Kaplan Professional Education ~ Bachelor of Business - Swinburne College of Technology ~ Chartered Accountant Program - Institute of Chartered Accountants Australia ~ Diploma of Financial Planning - Kaplan Professional Education ~ Financial Planning Course - CPA Australia
 Yemimah Sadie Brady 2014 Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional Education