James Lyster Harris
Financial Adviser in Mackay, Queensland, Australia
Review James Lyster 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 number000260686
- Location
- Mackay QLD 4740
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 July 2023
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Accounting), University of Central Queensland (1993); Certified Practicing Accountant, CPA (1999); Financial Planning Specialist, CPA (2002); Diploma of Financial Planning, Financial Planning Association (2003); Certified Financial Planner, Financial Planning Association (2005)
- Memberships
- CPA Australia (CPA); 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Lyster Harris
James Lyster Harris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mackay, Queensland (adviser number 000260686).
James provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. The current authorisation started on 1 July 2023.
According to the register, James first provided financial advice in 2000. Qualifications and training on file include Bachelor of Business (Accounting) (University of Central Queensland, 1993), Certified Practicing Accountant (CPA, 1999) and Financial Planning Specialist (CPA, 2002). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed James Lyster Harris here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is James Lyster Harris a registered financial adviser?
Yes. James Lyster Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260686.
Which licensee does James Lyster Harris work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can James Lyster 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; retirement savings accounts; standard margin lending.