JAMES LYSTER HARRIS
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
1993 - Bachelor of Business (Accounting) - - University of Central Queensland
1999 - Certified Practicing Accountant - - CPA
2002 - Financial Planning Specialist - - CPA
2003 - Diploma of Financial Planning - - Financial Planning Association
2005 - Certified Financial Planner - - Financial Planning Association
š¢ Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.