Carolyn Morrison
Financial Adviser in Goulburn, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000788
- Location
- Goulburn NSW 2580
- Licensee
- Boyce Private Wealth Pty Limited (AFSL 700018)
- Authorised since
- 19 May 2025
- First provided advice
- 2008
- Qualifications
- Bachelor of Arts in Secretarial Studies (Business Administration), Canberra College of Advanced Education (University of Canberra) (1983); Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (1992); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2013); Self Managed Superannuation Funds, Kaplan Professional (2013); Certified Financial Planner, Financial Planning Association of Australian (FPA) (2015); Ethics and Professionalism in Financial Advice, Kaplan Education Pty Limited (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Carolyn Morrison
Carolyn Morrison is a financial adviser in Goulburn, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001000788.
Advice is given under the Australian financial services licence of Boyce Private Wealth Pty Limited, licence number 700018. The current authorisation started on 19 May 2025.
According to the register, Carolyn first provided financial advice in 2008. Qualifications and training on file include Bachelor of Arts in Secretarial Studies (Business Administration) (Canberra College of Advanced Education (University of Canberra), 1983), Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia, 1992) and Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2008). Carolyn is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Carolyn Morrison a registered financial adviser?
Yes. Carolyn Morrison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000788.
Which licensee does Carolyn Morrison work under?
Boyce Private Wealth Pty Limited, Australian financial services licence 700018.
What can Carolyn Morrison give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.