Financial Adviser · BURNIE, TAS

Anthony Keith Harris

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000247940

Anthony Keith Harris is a financial adviser based in Burnie, Tasmania, with 27 years of experience in the financial services industry. Anthony is currently authorised under Akumin Financial Planning Pty Limited. Anthony 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Limited.

Authorised to Advise On

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

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

2007

Advanced Diploma of Financial Services (Financial Planning)

AMP Limited

2008

Certificate IV Financial Services (Finance/Mortgage Broking)

Traineeship Management Australia (TMA)

2012

Diploma of Finance and Mortgage Broking Management

Traineeship Management Australia (TMA)

2013

SMSF Course

University of Adelaide

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

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

Source: ASIC Financial Advisers Register