Financial Adviser
· BRISBANE, QLD
Gene Harlow
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000258322
Gene Harlow is a financial adviser based in Brisbane, Queensland, with 25 years of experience in the financial services industry. Gene is currently authorised under Synchron Advice Pty Ltd. Gene 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 Entry Level Competencies from Kaplan Education Pty Limited. Gene 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Entry Level Competencies
Kaplan Education Pty Limited
2001
Risk Management
Kaplan Education Pty Limited
2002
Investment Planning 1
Kaplan Education Pty Limited
2002
Superannuation & Retirement Planning
Kaplan Education Pty Limited
2003
Taxation Planning
Kaplan Education Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
Registration History
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register