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Kathee Morphett Location
Newcastle, NSW, AU
Kathee Morphett Work
2010 -now Financial Planner @
2021 -2022 Senior Financial Adviser @
Kathee Morphett Education
Deakin University
Diploma of Financial Planning (Financial Planning and Services)
1995-1999
California State University-Northridge
Bachelor's degree (Applied Finance)
1987-1991
Kathee Morphett Skills
Wealth Management
Portfolio Management
Strategic Financial Planning
Financial Risk
Investments
Credit
Superannuation
Retirement Planning
Wealth
Risk Management
Financial Advisory
Investment Strategies
Wealth Management Services
Relationship Management
Financial Planning
Banking
Certified Financial Planner
Finance
Income Protection
Financial Services
Business Relationship Management
Kathee Morphett Summary
Kathee Morphett, based in Newcastle, NSW, AU, is currently a Financial Planner at Bridges Financial Services. Kathee Morphett brings experience from previous roles at MLC Australia at IOOF Holdings Ltd. Kathee Morphett holds a 1995 - 1999 Diploma of Financial Planning in Financial Planning and Services @ Deakin University. With a robust skill set that includes Wealth Management, Portfolio Management, Strategic Financial Planning, Financial Risk, Investments and more. Kathee Morphett has 2 emails on RocketReach.
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