JEFFREY ROSS HARRIS
Financial Adviser · Teneriffe, QLD
📚 Qualifications & Training
2010 - Bachelor of Business (Accounting) - - Queensland University of Technology (QUT)
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2013 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 Professional Memberships
Finance Brokers Association of Australia (FBAA)
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
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.