WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
MH

Michael Harris

Financial Adviser

Up Wealth Management
Canberra City, ACT 2601

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Michael Harris is an ASIC-registered financial adviser based in Canberra City, ACT, dedicated to helping clients achieve their financial goals. Michael holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2024), providing him with a strong foundation to deliver comprehensive and tailored advice. Michael is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He is also equipped to guide clients through Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts, ensuring they have a robust financial strategy in place. Key services offered include: • Superannuation advice • Insurance solutions • Retirement planning • Investment advice Michael understands that every client's situation is unique, and he is committed to providing personalized solutions that meet their specific needs. Whether you are planning for retirement, seeking to protect your assets, or simply looking to grow your wealth, Michael can help you navigate the complexities of the financial landscape. Ready to take control of your financial future? Contact Michael Harris today to schedule a consultation and discover how he can help you achieve your goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Superannuation advice Retirement planning Insurance solutions

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000230323

Verify on ASIC Register

Authorised Representative Number

001316035

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Michael Harris offer?

Michael Harris provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts.

What qualifications does Michael Harris have?

Michael Harris holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2024).

What is the process for working with Michael Harris?

The process typically starts with an initial consultation to understand your financial goals and current situation. Michael will then develop a personalized financial plan tailored to your needs. Regular reviews will ensure your plan remains aligned with your evolving circumstances.

Can Michael Harris help me with retirement planning?

Yes, Michael specializes in retirement planning and can help you create a strategy to ensure a comfortable and secure retirement.

What can I expect from a consultation with Michael Harris?

During a consultation with Michael, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a collaborative approach to developing a financial plan that meets your needs.

Get in Touch

Contact Michael directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.