Gregory William Harris
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000419850
- Location
- Port Macquarie NSW 2444
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 4 April 2012
- First provided advice
- 2012
- Qualifications
- Bachelor of Business (Accounting), Charles Sturt University (2010); Margin Lending Accreditation Program, Deakin Prime (2012); Master of Applied Finance (Financial Planning), Charles Sturt University (2014); Certified Financial Planner, FPA (2016); TASA and the TPB Code of Professional Conduct, Kaplan (2017); Item 5 FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory William Harris
Gregory William Harris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Port Macquarie, New South Wales (adviser number 000419850).
The licensee Gregory advises under is Morgans Financial Limited (AFS licence 235410). That authorisation dates from 4 April 2012.
According to the register, Gregory first provided financial advice in 2012. The qualifications listed for Gregory include Bachelor of Business (Accounting) (Charles Sturt University, 2010), Margin Lending Accreditation Program (Deakin Prime, 2012) and Master of Applied Finance (Financial Planning) (Charles Sturt University, 2014). Gregory is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Gregory William Harris a registered financial adviser?
Yes. Gregory William Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000419850.
Which licensee does Gregory William Harris work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Gregory William 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; standard margin lending; derivatives; managed discretionary account services.