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Alexander Morgan

Fiducian Financial Services
Alexander Morgan

Hobart, TAS

About

About Fiducian Financial Services

 

Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.

 

For an initial complimentary consultation with Alexander Morgan, Financial Planner Hobart, please click on “Make An Appointment” above, or contact us directly.

 

Our Services

 

Alexander is a Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

 

  • – Wealth Creation (no gearing)
  • – Personal Superannuation and Employer Superannuation
  • – Life Risk Insurance
  • – Budget and Cash Flow Planning
  • – Centrelink and other Government Benefits
  • – Aged Care Assistance
  • – Estate Planning
  • – Debt Management
  • – Superannuation
  • – Deposit and Fixed Interest Products
  • – Managed Discretionary Account Services
  • – Retirement Savings Accounts
  • – Self-Managed Superannuation Funds

Profile

About Alexander Morgan

 

Alex has completed a Bachelor of Business (Finance/Economics) and Graduate Certificate in Finance through Charles Sturt University. He was authorised as a Financial Adviser with ASIC in 2016 and is a member of the Financial Planning Association.

 

Alex strongly believes in the importance of financial advice and works closely with his clients to find out what is important to them. Alex focuses on developing strategies and advice that help his clients achieve their short and long-term lifestyle and financial objectives, as well as ensuring the appropriate protections are in place should the worst happen.

 

Alex has passed the FASEA Adviser Exam as required under the Corporations Act 2017.

Testimonials

What clients are saying

Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.

A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.

We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.

News & Community

Local News and Events

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