Financial Adviser
· CARLTON, VIC
Daniel James Harris
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260807
Daniel James Harris is a financial adviser based in Carlton, Victoria, with 9 years of experience in the financial services industry since 2017. Daniel is currently authorised under Grimsey Wealth Pty Ltd, operating through Grimsey Wealth Private Office. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Master of Finance from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce (Financial Planning)
Deakin University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
Self Managed Superannuation Fund Adviser
Mentor Education
2021
Master of Finance
Griffith University
Registration History
Source: ASIC Financial Advisers Register