Financial Adviser · BROADBEACH, QLD

Kristelle Harris

BROADBEACH, QLD

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000462342

Currently at

Picture Wealth Advisory

Perth, WA (firm address)

View firm profile

Kristelle Harris is a financial adviser based in Broadbeach, Queensland, with 19 years of experience in the financial services industry since 2007. Kristelle is currently authorised under Picture Wealth Advisory. Kristelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristelle's qualifications include a Bachelor of Commerce from The University of Western Australia.

Authorised to Advise On

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

Restrictions: Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Commerce

The University of Western Australia

2013

Diploma of Financial Planning

Kaplan Professional

2014

Margin Lending and Geared Investments

Kaplan Professional Education

2015

Advanced Diploma of Financial Planning

Kaplan Education Pty Ltd

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

2025

Tax for Financial Advising

Kaplan Education Pty Ltd

Registration History

Picture Wealth Advisory Pty Ltd

Sep 2024 - Present Current

Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

AAN WEALTH MANAGEMENT PTY LTD

Apr 2024 - Sep 2024 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Jun 2015 - Jul 2019 Ceased

Excluding Self Managed Superannuation Funds

SECURITOR FINANCIAL GROUP PTY LIMITED

Jun 2015 - Jun 2015 Ceased

Excluding Self Managed Superannuation Funds

GENESYS WEALTH ADVISERS PTY LIMITED

Jul 2014 - May 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

Mar 2007 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register