Financial Adviser · WEST LEEDERVILLE, WA

Scott Jason Harvey

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000406212

Scott Jason Harvey is a financial adviser based in West Leederville, Western Australia, with 17 years of experience in the financial services industry. Scott is currently authorised under Personal Financial Services Ltd. Scott 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 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

Oct 2020 - Present Current
Dec 2019 - Jun 2020 Ceased
Feb 2018 - Jun 2020 Ceased
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
Jun 2011 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register