Financial Adviser
· SURREY HILLS, VIC
Jason Harris
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231631
Jason Harris is a financial adviser based in Surrey Hills, Victoria, with 28 years of experience in the financial services industry. Jason is currently authorised under Count Financial Limited. Jason 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 Bachelor of Business from Monash University. Jason is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
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
1990
Bachelor of Business
Monash University
2000
Certified Practicing Accountants (CPA) Australia Program
CPA Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
Regulatory Guide 146 Assessment
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Accredited Aged Care Professional
Aged Care Steps
2024
Introduction to SMSFs
Accurium Education
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Direct Equities - excludes Direct Equities advice Excludes SMSF
Source: ASIC Financial Advisers Register