Kristy Morrison Financial Planner Report

Name:
Kristy Morrison

Rep Number:
000235060

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

Location:
Tamworth, , NSW, 0

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association Australia
Certified Financial Planner
Financial Planning Association Australia
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)