GREGORY WILLIAM HARRIS
Financial Adviser · Port Macquarie, NSW
📚 Qualifications & Training
2010 - Bachelor of Business (Accounting) - - Charles Sturt University
2012 - Margin Lending Accreditation Program - Other - Deakin Prime
2014 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University
2016 - Certified Financial Planner - Professional Designations - FPA
2017 - TASA and the TPB Code of Professional Conduct - Other - Kaplan
2024 - Item 5 FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.