Data sourced from ASIC Financial Advisers Register
Financial Adviser · UNLEY, SA

Andrew Thomas Harris

31 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000250471

Andrew Thomas Harris is a financial adviser based in Unley, South Australia, with 31 years of experience in the financial services industry. Andrew is currently authorised under Charter Financial Planning Limited. Andrew 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 Diploma of Financial Planning from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Planning
Deakin University
2015
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2017
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University
2021
MAA728 Financial Behaviour and Decision Making
Behavioural Finance - Deakin University

Registration History

Charter Financial Planning Limited
May 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Jan 2004 - May 2012 Ceased

Source: ASIC Financial Advisers Register