Annie Elizabeth Harris – Financial Adviser

Adviser identifying number: 330312
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: COUNT FINANCIAL LIMITED
Licence number: 227232
Licensee’s ABN: 19001974625
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 17/09/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COUNT FINANCIAL LIMITED
Authorised Representative identifying number: 227232
Authorised Representative’s ABN: 19001974625

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Computing – University of Ballarat
  • Bachelor of Environmental Management – University of Ballarat
  • Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 – Australis College (formerly Intellitrain)
  • Diploma of Management – TAFE – University of Ballarat SMB
  • Graduate Diploma of Financial Planning – Kaplan (formerly FINSIA)

Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australia (FINSIA)

Annie Elizabeth Harris is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility