Daniel James Harris
Financial Adviser in Carlton, Victoria, Australia
Review Daniel James Harris
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001260807
- Location
- Carlton VIC 3053
- Licensee
- Grimsey Wealth Pty Ltd (AFSL 293334)
- Authorised since
- 18 October 2022
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Financial Planning), Deakin University (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Self Managed Superannuation Fund Adviser, Mentor Education (2019); Master of Finance, Griffith University (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel James Harris
Daniel James Harris is a financial adviser in Carlton, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001260807.
The licensee Daniel advises under is Grimsey Wealth Pty Ltd (AFS licence 293334). The current authorisation started on 18 October 2022.
According to the register, Daniel first provided financial advice in 2017. Qualifications and training on file include Bachelor of Commerce (Financial Planning) (Deakin University, 2018), Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019) and Self Managed Superannuation Fund Adviser (Mentor Education, 2019).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Daniel James Harris here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel James Harris a registered financial adviser?
Yes. Daniel James Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260807.
Which licensee does Daniel James Harris work under?
Grimsey Wealth Pty Ltd, Australian financial services licence 293334.
What can Daniel James Harris give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds.