Bethan Harris Financial Planner Report

Name:
Bethan Harris

Rep Number:
001001998

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2010-10-18 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
FPA
CFP
The University of Birmingham
Honours in Bachelor of Arts (French & Mathematics)

Memberships
Financial Planning Association of Australia (FPA)
Personal Finance Society