NATHAN LIONEL HARRIS
Financial Adviser · Pakenham, VIC
📚 Qualifications & Training
1997 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University
2002 - Diploma Financial Advising - Advanced Diploma (AQF 6) - Finsia/SIA
2007 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2011 - RG146 Margin Lending - Diploma (AQF 5) - GWM Adviser Services
2020 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
🏢 Professional Memberships
Financial Services Institute of Australasia (FINSIA)
SMSF Association
Taxation Institute of Australia
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.