// Financial Adviser
Alexander Harris is a financial adviser with over 12 years of experience in capital markets, having held analyst roles with boutique investment houses and international investment banks.
Alex manages investment and superannuation portfolios on behalf of high net worth clients and self-managed super funds.
Professional Qualifications and Education
- Bachelor of Applied Finance & Bachelor of Commerce (Accounting) – Macquarie University
- Diploma of Financial Planning – Kaplan
- Diploma of Mortgage Broking and Finance – Kaplan
- Accredited Listed Product Adviser – Kaplan
Industry and Service Specialisations
- Financial Planning
- Managed Investments
- Direct Equities
- Risk Insurance
- Superannuation and Retirement Planning
- SMSF
- Mortgage Broking
- Asset Financing
- Debt and Cash Flow Management
Leaders Service Area
- Private Wealth Management and Family Office Services
Corporate Authorised Representative: Intelligent Wealth Pty Ltd (CAR #001280145)
ABN: 91 608 829 401 AFS Representative Number: 1238957
Address: Level 14, 52 Phillip Street, SYDNEY NSW 2000
Tel No: 02 9252 6000 Fax No: 02 9475 0096
Email: ah@tlim.com.au
Intelligent Wealth Pty Ltd is a corporate authorised representative of The Leaders Investment Manager Pty Ltd.
Download Financial Services Guide
