Nathan Lionel Harris
Financial Adviser in Narre Warren, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000326139
- Location
- Narre Warren VIC 3805
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2001
- Qualifications
- Bachelor of Business, Monash University (1997); Diploma Financial Advising, Finsia/SIA (2002); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2007); RG146 Margin Lending, GWM Adviser Services (2011); Ethics for Financial Services, Deakin University (2020)
- Memberships
- Financial Services Institute of Australasia (FINSIA); SMSF Association; Taxation Institute of Australia
- 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 Nathan Lionel Harris
On the Financial Advisers Register kept by ASIC, Nathan Lionel Harris appears as a current financial adviser in Narre Warren, Victoria, adviser number 000326139.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 1 June 2021.
According to the register, Nathan first provided financial advice in 2001. The qualifications listed for Nathan include Bachelor of Business (Monash University, 1997), Diploma Financial Advising (Finsia/SIA, 2002) and Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2007). Nathan is recorded as a member of Financial Services Institute of Australasia (FINSIA), SMSF Association and Taxation Institute of Australia.
Nathan is authorised to advise 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 Nathan Lionel Harris a registered financial adviser?
Yes. Nathan Lionel Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000326139.
Which licensee does Nathan Lionel Harris work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Nathan Lionel 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.