Isabel Catherine Morphett
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004167
- Location
- Newcastle NSW 2300
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 1 June 2021
- First provided advice
- 1995
- Qualifications
- Bachelor of Science (Business Administration), California State University (1991); Diploma of Financial Planning (DFP 1-8), Financial Planning Association of Australia Ltd (1999); FNSASICR503A Provide Advice in Margin Lendin, GWM Adviser Services Ltd trading as Advice Education (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Isabel Catherine Morphett
On the Financial Advisers Register kept by ASIC, Isabel Catherine Morphett appears as a current financial adviser in Newcastle, New South Wales, adviser number 001004167.
Isabel provides advice as an authorised representative of Bridges Financial Services Pty Limited, which holds Australian financial services licence 240837. The current authorisation started on 1 June 2021.
According to the register, Isabel first provided financial advice in 1995. Qualifications and training on file include Bachelor of Science (Business Administration) (California State University, 1991), Diploma of Financial Planning (DFP 1-8) (Financial Planning Association of Australia Ltd, 1999) and FNSASICR503A Provide Advice in Margin Lendin (GWM Adviser Services Ltd trading as Advice Education, 2010). Isabel is recorded as a member of Financial Advice Association of Australia (FAAA).
Isabel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Isabel Catherine Morphett a registered financial adviser?
Yes. Isabel Catherine Morphett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004167.
Which licensee does Isabel Catherine Morphett work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Isabel Catherine Morphett give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.