Morris La Spina

Acquaint Private Wealth Management Pty Ltd

Silver
10 Yrs Experience
Brunswick East, VIC 3057

Recent reviews

Acquaint Private Wealth Management Pty Ltd

Level 2, 69-73 Brunswick Road
Brunswick East, VIC 3057

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Hayes Sterling Pty Ltd

AFSL 219195

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"Morris is amazing and easy to deal with. He always thoroughly explains the process and next steps for me, so that I understand my options and gain confidence in moving forward. He's helped me get my finances on track and unpack my vision to set myself up for the future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morris really cares for his clients and is very knowledgable within the finance industry. All of my enquires have been responded to promptly and I am very happy with his service. Thank you"

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Complex Investments
  • Budgeting

Qualifications & Training

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2015

Derivatives Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2017

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2015

Margin Lending Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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