Financial Adviser
· BENDIGO, VIC
Harley Forgo
No disciplinary history on record with ASIC
BENDIGO,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270388
Harley Forgo is a financial adviser based in Bendigo, Victoria, with 8 years of experience in the financial services industry since 2018. Harley is currently authorised under 360 Wealth, operating through 360 Private Wealth. Harley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Harley's qualifications include a Bachelor of Accounting from La Trobe University. Harley 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Accounting
La Trobe University
2018
Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan