CAROLYN MORRISON
Financial Adviser · Goulburn, NSW
📚 Qualifications & Training
1983 - Bachelor of Arts in Secretarial Studies (Business Administration) - Bachelor Degree (AQF 7) - Canberra College of Advanced Education (University of Canberra)
1992 - Graduate Diploma in Applied Finance and Investment - Graduate Certificate (AQF 8) - Securities Institute of Australia
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited
2013 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
2013 - Self Managed Superannuation Funds - - Kaplan Professional
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australian (FPA)
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.