Financial Adviser · MONA VALE, NSW

Andrew Harris

8 Years experience

Tax advice
authorised

Currently at

South Yarra, VIC

View firm profile

ASIC Registered · ADV 001265409

Andrew Harris is a financial adviser based in Mona Vale, New South Wales, with 8 years of experience in the financial services industry. Andrew is currently authorised under The Advice Exchange Pty Ltd. Andrew 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 Bachelor of Commerce (Finance/ Commercial Law) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Authorisation excludes Margin Lending and Credit Services (As related to Financial Planning)

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Commerce (Finance/ Commercial Law)

Deakin University

2017

Diploma of Financial Planning

Kaplan

2018

Advanced Diploma of Financial Planning

Kaplan

2018

SMSF

Kaplan

2025

Ethics & Professionalism

Ethics - Kaplan

Registration History

The Advice Exchange Pty Ltd

Jun 2019 - Present Current

Authorisation excludes Margin Lending and Credit Services (As related to Financial Planning)

Madison Financial Group Pty Ltd

Jun 2018 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register