Financial Adviser · BUSSELTON, WA

Kristan Matthew Harvey

BUSSELTON, WA
New Adviser
Tax advice
authorised
ASIC Registered · ADV 001319887
Licensee
Sydney, NSW (licence address on ASIC register)

About Kristan Matthew Harvey

Kristan Matthew Harvey is a financial adviser based in Busselton, Western Australia. Kristan works at Charter Financial Planning, which is licensed through Charter Financial Planning Limited. Kristan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristan holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

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

Authorised to provide tax financial advice services

Qualifications and Training

2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Feb 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register