Thomas Harris
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301996
- Location
- Hawthorn East VIC 3123
- Licensee
- Accru Wealth Management Pty Ltd (AFSL 238520)
- Authorised since
- 31 May 2006
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, University of Melbourne (2005); Graduate Certificate of Financial Planning, Kaplan Professional (2006); Graduate Diploma of Applied Finance and Investment, FINSIA (2007); Certified Financial Planner, Financial Planning Association of Australia (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Thomas Harris
Thomas Harris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hawthorn East, Victoria (adviser number 000301996).
Thomas provides advice as an authorised representative of Accru Wealth Management Pty Ltd, which holds Australian financial services licence 238520. That authorisation dates from 31 May 2006.
The register records 2006 as the year Thomas first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 2005), Graduate Certificate of Financial Planning (Kaplan Professional, 2006) and Graduate Diploma of Applied Finance and Investment (FINSIA, 2007). Thomas is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Thomas Harris a registered financial adviser?
Yes. Thomas Harris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301996.
Which licensee does Thomas Harris work under?
Accru Wealth Management Pty Ltd, Australian financial services licence 238520.
What can Thomas 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.