# Catherine Monique Morton

**FSP FSP151944** · **Invercargill** · **registered** · registered 2011-07-09

Catherine Monique Morton is an individual financial adviser on the New Zealand Financial Service Providers Register, currently appointed under Sbs Wealth Limited (FAP FSP3961).

**Parent FAP:** Sbs Wealth Limited (FSP3961)
Provider profile: <https://financeadvisers.co.nz/provider/sbs-wealth-limited-wellington-FSP3961>

**Licence type:** Non-licensed
**Dispute resolution scheme:** Banking Ombudsman
**Display specialty:** Financial Adviser

## Services offered

- Financial advice service (including financial advisers) - Financial adviser
- Keeping
- investing
- administering
- or managing money
- securities
- or investment portfolios on behalf of other persons

## Specialties (source-tagged)

Each specialty below carries its data source + confidence. Cascade: self-attest 1.00 > PDS 0.90 > PDS-inherited 0.85 > AI-classified 0.70. For binding regulatory statements refer to the source link.

- **investments** — inherited from parent FAP FSP3961, confidence 0.85 (source: <https://www.sbswealth.co.nz/assets/SBS-Wealth-Financial-Advice-Provider-Disclosure-Statement.pdf>)
- **kiwisaver** — inherited from parent FAP FSP3961, confidence 0.85 (source: <https://www.sbswealth.co.nz/assets/SBS-Wealth-Financial-Advice-Provider-Disclosure-Statement.pdf>)

**Trading names:** Catherine Monique Morton

**Registered address:** 51 Don Street,Invercargill,Invercargill,9810,New Zealand

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP151944>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/adviser/catherine-monique-morton-invercargill-FSP151944>
- Machine-readable facts: <https://financeadvisers.co.nz/api/adviser/FSP151944/facts.json>
- All advisers in Invercargill: <https://financeadvisers.co.nz/advisers/invercargill>

*FinanceAdvisersNZ is a directory mirror of public FSPR data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. For binding regulatory purposes refer to the FSPR record linked above.*

*Last refreshed: 2026-06-21*