Financial Adviser
· HAWTHORN EAST, VIC
Thomas Harris
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301996
Thomas Harris is a financial adviser based in Hawthorn East, Victoria, with 20 years of experience in the financial services industry since 2006. Thomas is currently authorised under Accru Wealth Management. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Thomas is a member of Financial Advice Association of Australia (FAAA).
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
2005
Bachelor of Commerce
University of Melbourne
2006
Graduate Certificate of Financial Planning
Kaplan Professional
2007
Graduate Diploma of Applied Finance and Investment
FINSIA
2014
Certified Financial Planner
Financial Planning Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd