John De Warrenne Harris
Financial Adviser in The Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000282043
- Location
- The Junction NSW 2291
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 14 September 2021
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning (DFP1-3), Kaplan Professional (2014); Securities and Managed Investments Course (DFP4), Kaplan Professional (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- 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
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About John De Warrenne Harris
John De Warrenne Harris is a financial adviser in The Junction, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000282043.
John provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. The current authorisation started on 14 September 2021.
According to the register, John first provided financial advice in 2018. Qualifications and training on file include Diploma of Financial Planning (DFP1-3) (Kaplan Professional, 2014), Securities and Managed Investments Course (DFP4) (Kaplan Professional, 2016) and Graduate Diploma of Financial Planning (Kaplan Higher Education, 2023).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.”
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Questions people ask
Is John De Warrenne Harris a registered financial adviser?
Yes. John De Warrenne Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000282043.
Which licensee does John De Warrenne Harris work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can John De Warrenne 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. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF."