Financial Adviser
· MANLY, NSW
Jonathan Richard Harris
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000398182
Jonathan Richard Harris is a financial adviser based in Manly, New South Wales, with 15 years of experience in the financial services industry. Jonathan is currently authorised under Alliance Wealth Pty Ltd. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Jonathan is a member of Certified Financial Planner (CFP) of FAAA, Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Specialist Advisor of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business
Footscray Intitute of Technology (Victoria University)
1993
CPA Program
Professional Designations - CPA Australia
2005
Graduate Diploma of Management
Australian Graduate School of Management (AGSM)
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Certified Financial Planner (CFP) Education Program
FPA Australia
2013
SMSF Specialist Advisor Accreditation Program
SMSF Association
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Master of Financial Planning
Kaplan Higher Education