Financial Adviser
· BENDIGO, VIC
Jason Harvey
No disciplinary history on record with ASIC
BENDIGO,
VIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246821
Jason Harvey is a financial adviser based in Bendigo, Victoria, with 24 years of experience in the financial services industry since 2002. Jason is currently authorised under 360 Wealth, operating through 360 Private Wealth. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Certified Financial Planner from Financial Planning Association. Jason 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
2000
Bachelor of Business in Financial Planning
RMIT
2003
Certified Financial Planner
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan