Financial Adviser · PARADISE, SA

Brett Peter Harris

PARADISE, SA

36 Years experience

Tax advice
authorised

ASIC Registered · ADV 000245975

Currently at

Harris Wealth

Paradise, SA (firm address)

View firm profile

About Brett Peter Harris

Brett Peter Harris is a financial adviser based in Paradise, South Australia, with 36 years of experience in the financial services industry since 1990. Brett is currently authorised under Sa Financial Advisers, operating through Harris Wealth. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brett's qualifications include a Diploma of Financial Planning from Deakin University.

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

2003

Diploma of Financial Planning

Deakin University

2011

Margin Lending & Geared Investments

Kaplan Professional

2021

FASEA Professional Exam

FASEA

Registration History

Sa Financial Advisers Pty Ltd

Oct 2023 - Present Current

Capstone Financial Planning Pty Ltd

Jul 2019 - Oct 2023 Ceased

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

SECURITOR FINANCIAL GROUP PTY LIMITED

Mar 2019 - Jul 2019 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2003 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register