1. Home
  2. Financial Advisers Australia (FAA)
  3. Jason Harris

Jason Harris

Name
Jason Harris
ID
231631
ABN
–
First Provided Advice
1998
Restrictions
Direct Equities - excludes Direct Equities advice Excludes SMSF

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1997 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
  • 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
  • 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
  • 2022 - Accredited Aged Care Professional - Other - Aged Care Steps
  • 2024 - Introduction to SMSFs - Other - Accurium Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CPA Australia (CPA)
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
March 25, 2022
Ceased
March 1, 2024
Status
Ceased
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
Sept. 28, 2018
Ceased
Feb. 25, 2022
Status
Current
Licence Holder
Count Financial Limited (#227232)
Commenced
March 2, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Count Financial Limited (#227232)
Commenced
Jan. 1, 1998
Ceased
Feb. 1, 2012
Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
Feb. 2, 2012
Ceased
Sept. 27, 2018