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