Carolyn Morrison – Financial Adviser
Adviser identifying number: 1000788
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: PATRON FINANCIAL SERVICES PTY LTD
Licence number: 307379
Licensee’s ABN: 13122381908
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 07/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PATRON FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 307379
Authorised Representative’s ABN: 13122381908
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
Carolyn Morrison is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation