Financial Adviser
· PORT MACQUARIE, NSW
Gregory William Harris
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000419850
Gregory William Harris is a financial adviser based in Port Macquarie, New South Wales, with 14 years of experience in the financial services industry since 2012. Gregory is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gregory's qualifications include a Certified Financial Planner from FPA. Gregory 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business (Accounting)
Charles Sturt University
2012
Margin Lending Accreditation Program
Deakin Prime
2014
Master of Applied Finance (Financial Planning)
Charles Sturt University
2016
Certified Financial Planner
FPA
2017
TASA and the TPB Code of Professional Conduct
Kaplan
2024
Item 5 FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional