Financial Adviser
· MOUNT WARREN PARK, QLD
Lloyd Harris
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004511
Lloyd Harris is a financial adviser based in Mount Warren Park, Queensland, with 23 years of experience in the financial services industry since 2003. Lloyd is currently authorised under Bluewater Financial Advisors. Lloyd holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lloyd's qualifications include a Master of Applied Finance from Kaplan Higher Education.
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
2011
Bachelor of Business (Banking and Finance)
Queensland University Technology
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2012
Graduate Diploma of Financial Planning
Kaplan Higher Education
2012
Self-Managed Superannuation Funds Course
Kaplan Professional
2013
Master of Applied Finance
Kaplan Higher Education
Registration History
FINCHOICE PTY LTD
ACN 130 288 578 PTY LTD
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register