Financial Adviser · MILTON, QLD

Peter Frank Harris

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001237111

Peter Frank Harris is a financial adviser based in Milton, Queensland, with 11 years of experience in the financial services industry since 2015. Peter is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Bachelor of Business (Finance) from Queesnland University of Technology.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Business (Finance)
Queesnland University of Technology
2017
Accredited Aged Care Professional
Aged Care Steps Pty Ltd
2019
DFP5v4 Tax for Financial Advising
Kaplan Professional
2019
FPC003 Superannuation and Retirement Advice
Kaplan Professional
2020
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2021
FPC007B Client Engagement Skills
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

May 2021 - Present Current
Oct 2019 - May 2021 Ceased
Oct 2017 - Nov 2018 Ceased
Nov 2015 - May 2017 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register