Gregory Harris
Financial Adviser
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
Gregory Harris is an ASIC-registered financial adviser based in Port Macquarie, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong academic foundation including a Bachelor of Business (Accounting) from Charles Sturt University (2010) and a Master of Applied Finance (Financial Planning) from Charles Sturt University (2014), Gregory combines extensive knowledge with practical experience. He further holds the Certified Financial Planner designation from the FPA (2016) and is a member of the Financial Advice Association of Australia (FAAA). Gregory stays current with industry standards, completing TASA and TPB Code of Professional Conduct training (2017) and Item 5 FPC002B Ethics and Professionalism in Financial Advice (2024). Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities, Gregory offers tailored solutions to meet diverse client needs. • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance, Gregory is here to provide expert guidance. Contact Gregory today to schedule a consultation and take control of your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Gregory Harris offer?
Gregory Harris provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities. He tailors his advice to meet your specific needs and goals.
What qualifications does Gregory Harris have?
Gregory holds a Bachelor of Business (Accounting), a Master of Applied Finance (Financial Planning), and is a Certified Financial Planner. He also regularly undertakes professional development to stay up-to-date with the latest industry standards and regulations.
What is the process for working with Gregory Harris?
The process typically begins with an initial consultation to discuss your financial situation and goals. Gregory will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments ensure your plan remains aligned with your evolving circumstances.
How can wealth management advice from Gregory Harris benefit me?
Wealth management advice from Gregory can help you grow and protect your assets, plan for retirement, and achieve your long-term financial goals. He will work with you to develop a tailored investment strategy and provide ongoing support and guidance.
How does Gregory Harris stay up-to-date with changes in financial regulations?
Gregory is committed to ongoing professional development and regularly participates in training programs and industry events. This ensures that he remains informed about the latest changes in financial regulations and can provide you with the most accurate and relevant 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.