Financial Adviser
· NARRE WARREN, VIC
Nathan Lionel Harris
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000326139
Nathan Lionel Harris is a financial adviser based in Narre Warren, Victoria, with 25 years of experience in the financial services industry. Nathan is currently authorised under Consultum Financial Advisers Pty Ltd. Nathan 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Nathan is a member of Financial Services Institute of Australasia (FINSIA), SMSF Association and Taxation Institute of Australia.
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
1997
Bachelor of Business
Monash University
2002
Diploma Financial Advising
Finsia/SIA
2007
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2011
RG146 Margin Lending
GWM Adviser Services
2020
Ethics for Financial Services
Ethics - Deakin University