KAITLYN JOY HARIS

Financial Adviser ยท Hawthorn East, VIC

Registered

Registration Number

001301276

Registration Status

Registered

Location

Hawthorn East, VIC 3123

Providing Advice Since

2023

Registration Date

16/01/2023

Financial Services Licensee

ACCRU WEALTH MANAGEMENT PTY LTD

Licence #000238520

๐Ÿ“š Qualifications & Training

2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

โ„น๏ธ 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.