Financial Adviser
· GOULBURN, NSW
Carolyn Morrison
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000788
Carolyn Morrison is a financial adviser based in Goulburn, New South Wales, with 18 years of experience in the financial services industry. Carolyn is currently authorised under Boyce Private Wealth Pty Limited. Carolyn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australian (FPA). Carolyn is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1983
Bachelor of Arts in Secretarial Studies (Business Administration)
Canberra College of Advanced Education (University of Canberra)
1992
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2013
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2013
Self Managed Superannuation Funds
Kaplan Professional
2015
Certified Financial Planner
Financial Planning Association of Australian (FPA)
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Limited
Registration History
BOYCE PTY LIMITED
BOYCE FINANCIAL SERVICES PTY LTD
Direct Equities - excludes Direct Equities advice
Source: ASIC Financial Advisers Register