Financial Adviser
· MELBOURNE, VIC
Skei Grace Harper
No disciplinary history on record with ASIC
MELBOURNE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246821
About Skei Grace Harper
Skei Grace Harper is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry since 2000. Skei is currently authorised under Zurich Assure Australia. Skei holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Skei's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Skei is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2002
DAFP1 Entry Level Competencies
Kaplan
2016
Life Insurance Adviser (Personal Advice)
Mentor
2016
Superannuation Adviser (Personal Advice)
Mentor
2016
Tier 1:Financial Planning
Kaplan
2023
Ethics and Professionalism
Ethics - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
Government Debentures, Stocks or Bonds: class of product only. Managed Investments: within Superannuation only - IDPS excluded. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register