Morrows Private Wealth Pty. Ltd.

AFS License Number
244119
Name
Morrows Private Wealth Pty. Ltd.
ABN/ACN/ARBN
97081090084
Licensee issued
Feb. 2, 2004
Address
Southbank, 3006, 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;
derivatives;
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;
interests in managed investment schemes limited to:
MDA 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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
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;
derivatives;
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;
interests in managed investment schemes limited to:
MDA 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
 Christopher John Molloy 2004 Bachelor of Business (Management) - Monash University ~ Certified Financial Planner (CFP) - Deakin University ~ Diploma of Financial Planning (DFP) - Deakin University ~ Graduate Diploma of Applied Finance and Investments (GAppFin) - FINSIA ~ Master of Applied Finance and Investment (MAppFin) - FINSIA
 Dalton Scott Pollnitz 2018 Bachelor of Business (Financial Planning) - RMIT ~ Certificate IV in Banking Services - RMIT ~ Diploma of Financial Planning - RMIT
 David John Alcorn 1984 Bachelor of Business (Accounting) - Swinburne University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Practicing Accountant (CPA) - CPA Australia (CPA)
 Emma Louise Stoffels 2003 Bachelor of Business (Tourism) - Ballarat University College ~ Certificate - SMSF - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (Dip FP) - FPA / Deakin University
 Ethan Owen Dennis Allen 2012 Advanced Diploma of Financial Planning (ADFP) - Kaplan ~ Bachelor of Science in Nanoscience - University of Technology Sydney ~ Diploma in Stockbroking - Stockbrokers Association of Australia ~ Diploma of Financial Planning - Kaplan ~ Master of Business in Finance (MBus Fin) - University of Technology Sydney
 Kyle Lawrence Brumley 2012 Bachelor of Commerce (Financial Planning, Finance & Accounting) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Practicing Accountant (CPA) - CPA Australia (CPA)
 Laurel Joy Moulynox 1999 Bachelor of Commerce (Accounting) - University of Melbourne ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Practicing Accountant (CPA) - CPA Australia (CPA) ~ Financial Planning Specialist (FPS) - CPA Australia (CPA)
 NE Guo 0 Chartered Accountant - Chartered Accountants Australia and New Zealand ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Professional Accounting (Business Management) - University of Tasmania ~ SMSF Specialist - Chartered Accountant Australia and New Zealand