Jonathan Richard Harris
Financial Adviser in Manly, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000398182
- Location
- Manly NSW 2095
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 16 April 2024
- First provided advice
- 2011
- Qualifications
- Bachelor of Business, Footscray Intitute of Technology (Victoria University) (1990); CPA Program, CPA Australia (1993); Graduate Diploma of Management, Australian Graduate School of Management (AGSM) (2005); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Certified Financial Planner (CFP) Education Program, FPA Australia (2013); SMSF Specialist Advisor Accreditation Program, SMSF Association (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2020); Master of Financial Planning, Kaplan Higher Education (2022)
- Memberships
- Certified Financial Planner (CFP) of FAAA; Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Specialist Advisor of SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Richard Harris
Jonathan Richard Harris is a financial adviser in Manly, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000398182.
The licensee Jonathan advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 16 April 2024.
The register records 2011 as the year Jonathan first provided financial advice. The qualifications listed for Jonathan include Bachelor of Business (Footscray Intitute of Technology (Victoria University), 1990), CPA Program (CPA Australia, 1993) and Graduate Diploma of Management (Australian Graduate School of Management (AGSM), 2005). Jonathan is recorded as a member of Certified Financial Planner (CFP) of FAAA, Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Specialist Advisor of SMSF Association.
Jonathan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jonathan Richard Harris a registered financial adviser?
Yes. Jonathan Richard Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000398182.
Which licensee does Jonathan Richard Harris work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jonathan Richard Harris give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.