Financial Adviser
· TAMWORTH, NSW
Kristy Morrison
No disciplinary history on record with ASIC
TAMWORTH,
NSW
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235060
About Kristy Morrison
Kristy Morrison is a financial adviser based in Tamworth, New South Wales, with 23 years of experience in the financial services industry since 2003. Kristy is currently authorised under Lifespan Financial Planning. Kristy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristy's qualifications include a Certified Financial Planner from Financial Planning Association Australia. Kristy 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
2003
Diploma of Financial Planning
Financial Planning Association Australia
2008
Certified Financial Planner
Financial Planning Association Australia
2023
Graduate Diploma of Financial Planning
Kaplan