HARRISON DAVID BOYD

Financial Adviser · Port Macquarie, NSW

Registered

Registration Number

001306691

Registration Status

Registered

Location

Port Macquarie, NSW 2444

Providing Advice Since

2024

Registration Date

07/11/2023

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

📚 Qualifications & Training

2020 - Bachelor of Business (Financial Management) - Bachelor Degree (AQF 7) - University of New England
2022 - Business and Corporations Law - LAW504 - Other - Charles Sturt University
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Charles Sturt University
2022 - Taxation Strategies - LAW545 - Other - Charles Sturt University
2024 - Margin Lending Specialist - Other - Kaplan

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.