Financial Adviser
· BRISBANE CITY, QLD
Paul Daniel Harris
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244887
Paul Daniel Harris is a financial adviser based in Brisbane City, Queensland, with 23 years of experience in the financial services industry. Paul is currently authorised under Professional Investment Services Pty Ltd. Paul 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 Managed Investments from FP Proper Authority Course 2001. Paul is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and 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
Registration History
Source: ASIC Financial Advisers Register