Financial Adviser · WARRNAMBOOL, VIC

Brayden Harkness

WARRNAMBOOL, VIC

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 000468944

Currently at

Sinclair Wilson Investment Services

Warrnambool, VIC (firm address)

View firm profile

About Brayden Harkness

Brayden Harkness is a financial adviser based in Warrnambool, Victoria, with 11 years of experience in the financial services industry since 2015. Brayden is currently authorised under Sinclair Wilson Investment Services. Brayden holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brayden's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University. Brayden is a member of CFP - Certified Financial Planner (FPA) 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

2012

Bachelor of Commerce (Financial Planning)

Deakin University

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Sinclair Wilson Investment Services Pty Ltd

Mar 2021 - Present Current

Charter Financial Planning Limited

Aug 2016 - Mar 2021 Ceased

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

Hillross Financial Services Limited

Nov 2014 - Aug 2016 Ceased

Source: ASIC Financial Advisers Register