Jason Harvey
Financial Adviser in Bendigo, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246821
- Location
- Bendigo VIC 3550
- Licensee
- 360 Wealth Pty Ltd (AFSL 478531)
- Authorised since
- 19 March 2025
- First provided advice
- 2002
- Qualifications
- Bachelor of Business in Financial Planning, RMIT (2000); Certified Financial Planner, Financial Planning Association (2003); Ethics and Professionalism in Financial Advice FPC002B, Kaplan (2019)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Harvey
On the Financial Advisers Register kept by ASIC, Jason Harvey appears as a current financial adviser in Bendigo, Victoria, adviser number 000246821.
Jason provides advice as an authorised representative of 360 Wealth Pty Ltd, which holds Australian financial services licence 478531. The current authorisation started on 19 March 2025.
According to the register, Jason first provided financial advice in 2002. Qualifications and training on file include Bachelor of Business in Financial Planning (RMIT, 2000), Certified Financial Planner (Financial Planning Association, 2003) and Ethics and Professionalism in Financial Advice FPC002B (Kaplan, 2019). Jason 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 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 Harvey a registered financial adviser?
Yes. Jason Harvey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246821.
Which licensee does Jason Harvey work under?
360 Wealth Pty Ltd, Australian financial services licence 478531.
What can Jason Harvey 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.