Financial Adviser · WEST LEEDERVILLE, WA

Scott Jason Harvey

WEST LEEDERVILLE, WA

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000406212

Licensee

Personal Financial Services

Sydney, NSW (licence address on ASIC register)

View licensee

About Scott Jason Harvey

Scott Jason Harvey is a financial adviser based in West Leederville, Western Australia, with 17 years of experience in the financial services industry since 2009. Scott is currently authorised under Personal Financial Services. Scott holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Scott's qualifications include a Bachelor of Commerce (Accounting and Business Law) from Curtin University of Technology. Scott is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SSA - SMSF Specialist Accreditation (SPAA).

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

2000

Bachelor of Commerce (Accounting and Business Law)

Curtin University of Technology

2004

Graduate Diploma (ICAA)

ICAA

2011

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2014

SMSF Specialist Advisor

SPAA

2014

Tier 1 Margin Lending

Other - Kaplan Professional

2025

FPC002B

Bridging Course - Ethics - Kaplan Higher Education

Registration History

Personal Financial Services Ltd

Oct 2020 - Present Current

MacQuarie Bank Limited

Dec 2019 - Jun 2020 Ceased

MacQuarie Equities Limited

Feb 2018 - Jun 2020 Ceased

Hillross Financial Services Limited

Dec 2014 - Nov 2017 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

SECURITOR FINANCIAL GROUP PTY LIMITED

May 2013 - Dec 2014 Ceased

Candor Family Office Pty Ltd

Jun 2011 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register