PAUL DANIEL HARRIS
Financial Adviser ยท Brisbane City, QLD
๐ Qualifications & Training
2001 - Managed Investments - - FP Proper Authority Course 2001
2001 - Superannuation and Retirement Planning - - FP Proper Authority Course 2001
2009 - ASX Securities - - Kaplan
2012 - Margin Lending - - Kaplan
2012 - Risk Management - - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.