Financial Adviser
· MACKAY, QLD
James Lyster Harris
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260686
James Lyster Harris is a financial adviser based in Mackay, Queensland, with 26 years of experience in the financial services industry. James is currently authorised under Consultum Financial Advisers Pty Ltd. James 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 from Financial Planning Association. James is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business (Accounting)
University of Central Queensland
1999
Certified Practicing Accountant
CPA
2002
Financial Planning Specialist
CPA
2003
Diploma of Financial Planning
Financial Planning Association
2005
Certified Financial Planner
Financial Planning Association