Jason Harris
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231631
- Location
- Surrey Hills VIC 3127
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 2 March 2024
- First provided advice
- 1998
- Qualifications
- Bachelor of Business, Monash University (1990); Certified Practicing Accountants (CPA) Australia Program, CPA Australia (2000); Margin Lending and Geared Investments, Kaplan Professional (2010); Regulatory Guide 146 Assessment, Kaplan Professional (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Accredited Aged Care Professional, Aged Care Steps (2022); Introduction to SMSFs, Accurium Education (2024)
- 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 Jason Harris
Jason Harris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surrey Hills, Victoria (adviser number 000231631).
The licensee Jason advises under is Count Financial Limited (AFS licence 227232). The current authorisation started on 2 March 2024.
The register records 1998 as the year Jason first provided financial advice. Qualifications and training on file include Bachelor of Business (Monash University, 1990), Certified Practicing Accountants (CPA) Australia Program (CPA Australia, 2000) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Jason is recorded as a member of CPA Australia (CPA) and 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jason Harris a registered financial adviser?
Yes. Jason Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231631.
Which licensee does Jason Harris work under?
Count Financial Limited, Australian financial services licence 227232.
What can Jason 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.