Financial Adviser
· MELBOURNE, VIC
Kaitlyn Joy Haris
No disciplinary history on record with ASIC
MELBOURNE,
VIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301276
Kaitlyn Joy Haris is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry since 2023. Kaitlyn is currently authorised under Br Advice, operating through Blue Rock Private Wealth. Kaitlyn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kaitlyn holds a Graduate Diploma of Financial Planning from Kaplan Professional.
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
2022
Graduate Diploma of Financial Planning
Kaplan Professional