Jason Harris

Financial Adviser

ASIC adviser number:

000231631

Qualifications and training:

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

When adviser first provided advice:

1998

Membership of professional associations:

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

Disciplinary action by ASIC:

None

Location:

Suite 8, Level 1, 385 Belmore Road
Balwyn VIC 3103

Website:

https://www.tdls.com.au/

AFS licence holder name:

Count Financial Limited

AFS licence number:

000227232

Licence controlled by:

Count Limited ~ Count Member Firm Pty Ltd ~ Commonwealth Bank Of Australia [Date Ceased: 01/10/2019]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».