JONATHAN RICHARD HARRIS
Financial Adviser · Manly, NSW
📚 Qualifications & Training
1990 - Bachelor of Business - Bachelor Degree (AQF 7) - Footscray Intitute of Technology (Victoria University)
1993 - CPA Program - Professional Level - Professional Designations - CPA Australia
2005 - Graduate Diploma of Management - Graduate Diploma (AQF 8) - Australian Graduate School of Management (AGSM)
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2013 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2013 - SMSF Specialist Advisor Accreditation Program - Professional Designations - SMSF Association
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Specialist Advisor of SMSF Association
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.