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- Jeffrey Ross Harris
Jeffrey Ross Harris
- Name
- Jeffrey Ross Harris
- ID
- 416105
- ABN
- –
- First Provided Advice
- 2012
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2010 - Bachelor of Business (Accounting) - - Queensland University of Technology (QUT)
- 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
- 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
- 2013 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional
- 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Finance Brokers Association of Australia (FBAA)
- Financial Advice Association of Australia (FAAA)
- Institute of Public Accountants (IPA)
Licencee
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- Nov. 13, 2013
- Ceased
- March 23, 2021
- Status
- Current
- Licence Holder
- Pertinax Lrc Pty ltd (#526129)
- Commenced
- March 24, 2021
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
- A.c.n. 116 900 362 Limited (#297239)
- Commenced
- Jan. 9, 2012
- Ceased
- Oct. 26, 2012
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- Nov. 13, 2012
- Ceased
- Nov. 12, 2013