JASON HARRIS
Financial Adviser · Balwyn East, VIC
📚 Qualifications & Training
1990 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University
2000 - Certified Practicing Accountants (CPA) Australia Program - Professional Designations - CPA Australia
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - Regulatory Guide 146 Assessment - Diploma (AQF 5) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Accredited Aged Care Professional - Other - Aged Care Steps
2024 - Introduction to SMSFs - Other - Accurium Education
🏢 Professional Memberships
CPA Australia (CPA)
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.