Christopher Morcom
Financial Adviser
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About
Christopher Morcom is an ASIC-registered financial adviser based in Melbourne, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a solid educational foundation, including a Bachelor of Business (Accounting) from Swinburne University of Technology and a Diploma of Financial Planning from Deakin University, Christopher combines academic rigour with practical experience. Christopher further enhanced his expertise by obtaining CFP Certification from the Financial Advice Association of Australia (FAAA) and SMSF Specialist Advisor (SSA) Accreditation from the SMSF Association, demonstrating his commitment to excellence and specialized knowledge. He stays current with industry standards through ongoing professional development, including completing FPC002B Ethics and Professionalism in Financial Advice. As an authorised financial adviser, Christopher can provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His authorisations extend to Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Memberships with the Australian Institute of Company Directors, CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association underscore his professional standing and dedication to upholding the highest ethical standards. Key services Christopher offers: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • SMSF advice Ready to take control of your financial future? Contact Christopher today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Christopher Morcom offer?
Christopher Morcom provides advice on a broad range of financial matters, including superannuation, insurance, wealth management, retirement planning, and SMSFs. He is authorised to advise on various financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Christopher Morcom hold?
Christopher holds a Bachelor of Business (Accounting), a Diploma of Financial Planning, CFP Certification, and SMSF Specialist Advisor Accreditation. He has also completed FPC002B Ethics and Professionalism in Financial Advice.
What is Christopher Morcom's approach to financial planning?
Christopher takes a client-centred approach, focusing on understanding your individual circumstances and goals to develop a tailored financial plan. He emphasises clear communication, ongoing support, and regular reviews to ensure your plan remains aligned with your evolving needs.
How can I book a consultation with Christopher?
You can contact Christopher directly through the contact details provided on his website or profile to schedule an initial consultation. This meeting will provide an opportunity to discuss your financial goals and how Christopher can assist you in achieving them.
What professional memberships does Christopher Morcom hold?
Christopher is a member of the Australian Institute of Company Directors, CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
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