Zoe Morris

Private Wealth Adviser

Zoe Morris has extensive experience in the financial services sector, having held various roles at prominent companies. From January 2013 to October 2013, Zoe worked at National Australia Bank in Business Lending. Prior to that, between May 2022 and February 2017, positions included Private Wealth Adviser, Financial Planning Consultant, and Financial Planner at ANZ. Zoe also contributed to MLC Limited as part of the Masterkey Superannuation team from October 2013 to January 2015. Educational qualifications include the Financial Adviser exam from FASEA in 2019, a Master of Applied Finance from Kaplan Professional (2023 - 2024), a Master's degree in Financial Planning from Kaplan Professional (2018 - 2020), and a Bachelor of Business in International Business and Economics from RMIT University (2007 - 2009).

Location

Melbourne, Australia

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