BRETT PETER HARRIS

Financial Adviser ยท Paradise, SA

Registered

Registration Number

000245975

Registration Status

Registered

Location

Paradise, SA 5075

Providing Advice Since

1990

Registration Date

06/07/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

ABN (Australian Business Number)

84927930894

๐Ÿ“š Qualifications & Training

2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2011 - Margin Lending & Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2021 - FASEA Professional Exam - Other - FASEA

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.