Financial Adviser · ALDERLEY, QLD

Harrison William Sax

ALDERLEY, QLD

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001260329

Currently at

Greg Veivers & Associates

Sydney, NSW (firm address)

View firm profile

Harrison William Sax is a financial adviser based in Alderley, Queensland, with 9 years of experience in the financial services industry since 2017. Harrison is currently authorised under Millennium 3 Financial Services, operating through Greg Veivers & Associates. Harrison holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Harrison's qualifications include a Bachelor of Business Management (major in Business Economics) from The University of Queensland.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Superannuation - all authorisation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Business Management (major in Business Economics)

The University of Queensland

2016

Diploma of Financial Planning

Monarch Institute

2017

DFP5v2 Tax for Financial Advising

Kaplan Education Pty Ltd

2017

TASACLv1 Commercial Law

Kaplan Education Pty Ltd

2020

Advanced Diploma of Financial Planning

Monarch Institute

2024

FPC002B Ethics and Professionalism in Financial Advice.

Ethics - Kaplan Higher Education Pty Limited

Registration History

Millennium 3 Financial Services Pty Ltd

Jun 2025 - Present Current

Superannuation - all authorisation excludes SMSF advice

Millennium 3 Financial Services Pty Ltd

Dec 2017 - Jun 2025 Ceased

Superannuation - All authorisation excludes SMSF advice

Source: ASIC Financial Advisers Register