Susan Janet Morris
APT WEALTH PARTNERS PTY LTD · Sydney NSW 2000 · Advising since 2013
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000452419
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- APT WEALTH PARTNERS PTY LTD · AFSL 436121Since 3 August 2026
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2013
- Can provide tax (financial) advice
- Yes
- Memberships
- Asia Pacific Financial Services Association (APFinSA); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2026 – presentAPT WEALTH PARTNERS PTY LTD · AFSL 436121
- CEASEDAug 2020 – Jun 2026AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDJun 2020 – Aug 2020AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDJan 2014 – Jun 2020HILLROSS FINANCIAL SERVICES LIMITED · AFSL 232705
- CEASEDFeb 2013 – Jan 2014AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited · 2024 · Other
Master of Financial Planning
Kaplan Higher Education Pty Limited · 2024 · Masters Degree (AQF 9)
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2023 · Graduate Diploma (AQF 8)
DFP5V3- Tax for Financial Advising
Kaplan · 2018 · Certificate (AQF 1-4)
TASACLV1 -Commercial Law
Kaplan · 2018 · Certificate (AQF 1-4)
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited · 2015 · Other
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2015 · Advanced Diploma (AQF 6)
SMSF Course
University of Adelaide · 2015 · Other
Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2013 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Susan Janet Morris claims the profile.
Reviews
Not yet reviewed
No client has reviewed Susan Janet Morris on Souffle yet.
Contacting Susan Janet Morris
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
APT WEALTH PARTNERS PTY LTD · AFSL 436121
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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