Jeffrey Ross Harris
Financial Adviser in Port Sorell, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000416105
- Location
- Port Sorell TAS 7307
- Licensee
- Pertinax LRC Pty Ltd (AFSL 526129)
- Authorised since
- 24 March 2021
- First provided advice
- 2012
- Qualifications
- Bachelor of Business (Accounting), Queensland University of Technology (QUT) (2010); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2013); Master of Financial Planning, Griffith University (2020)
- Memberships
- Finance Brokers Association of Australia (FBAA); Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA)
- 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 Jeffrey Ross Harris
Jeffrey Ross Harris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Port Sorell, Tasmania (adviser number 000416105).
Jeffrey provides advice as an authorised representative of Pertinax LRC Pty Ltd, which holds Australian financial services licence 526129. The current authorisation started on 24 March 2021.
According to the register, Jeffrey first provided financial advice in 2012. Qualifications and training on file include Bachelor of Business (Accounting) (Queensland University of Technology (QUT), 2010), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Jeffrey is recorded as a member of Finance Brokers Association of Australia (FBAA), Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
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 Jeffrey Ross Harris a registered financial adviser?
Yes. Jeffrey Ross Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000416105.
Which licensee does Jeffrey Ross Harris work under?
Pertinax LRC Pty Ltd, Australian financial services licence 526129.
What can Jeffrey Ross 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.