SCOTT JASON HARVEY
Financial Adviser · Perth, WA
📚 Qualifications & Training
2000 - Bachelor of Commerce (Accounting and Business Law) - Bachelor Degree (AQF 7) - Curtin University of Technology
2004 - Graduate Diploma (ICAA) - Graduate Diploma (AQF 8) - ICAA
2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2014 - SMSF Specialist Advisor - Professional Designations - SPAA
2014 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SSA - SMSF Specialist Accreditation (SPAA)
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.