Financial Adviser
· EAST IPSWICH, QLD
Mark Anthony Harris
No disciplinary history on record with ASIC
EAST IPSWICH,
QLD
40
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263308
About Mark Anthony Harris
Mark Anthony Harris is a financial adviser based in East Ipswich, Queensland, with 40 years of experience in the financial services industry since 1986. Mark is currently authorised under Discovery Wealth. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Graduate Diploma in Financial Planning from Kaplan Professional. Mark is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Financial Services Training and Assessment Pty Ltd
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2021
Economic and Legal Context for Financial Planning
Kaplan Professional
2023
Taxation for Financial Planning
Kaplan Professional
2024
Graduate Diploma in Financial Planning
Kaplan Professional