Financial Adviser
· MOUNT GAMBIER, SA
Annie Elizabeth Harris
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000330312
Annie Elizabeth Harris is a financial adviser based in Mount Gambier, South Australia, with 18 years of experience in the financial services industry. Annie is currently authorised under Count Financial Limited. Annie 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 Applied Science from University of Ballarat. Annie 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Applied Science
University of Ballarat
2003
Graduate Diploma of Computing
University of Ballarat
2005
Diploma of Business Management
University of Ballarat
2008
Graduate Diploma of Financial Planning
FINSIA
2009
Certificate IV in Financial Services
Intellitrain
2010
Margin Lending and Geared Investments
Kaplan Higher Education