Scott Jason Harvey
Financial Adviser in West Leederville, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000406212
- Location
- West Leederville WA 6007
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 15 October 2020
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce (Accounting and Business Law), Curtin University of Technology (2000); Graduate Diploma (ICAA), ICAA (2004); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2011); SMSF Specialist Advisor, SPAA (2014); Tier 1 Margin Lending, Kaplan Professional (2014); FPC002B, Kaplan Higher Education (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); SSA - SMSF Specialist Accreditation (SPAA)
- 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 Scott Jason Harvey
Scott Jason Harvey is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Leederville, Western Australia (adviser number 000406212).
Scott provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. The current authorisation started on 15 October 2020.
The register records 2009 as the year Scott first provided financial advice. The qualifications listed for Scott include Bachelor of Commerce (Accounting and Business Law) (Curtin University of Technology, 2000), Graduate Diploma (ICAA) (ICAA, 2004) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2011). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SSA – SMSF Specialist Accreditation (SPAA).
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 Scott Jason Harvey a registered financial adviser?
Yes. Scott Jason Harvey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000406212.
Which licensee does Scott Jason Harvey work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Scott 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.