HARRISON WILLIAM SAX
Financial Adviser · Alderley, QLD
📚 Qualifications & Training
2016 - Bachelor of Business Management (major in Business Economics) - Bachelor Degree (AQF 7) - The University of Queensland
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Education Pty Ltd
2017 - TASACLv1 Commercial Law - Other - Kaplan Education Pty Ltd
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2024 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.