Lloyd Harris Email & Phone Number
Non Executive Director @ Send
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Lloyd Harris Location
- Yatala, QLD, AU
Lloyd Harris Work
- 2025 -now Non Executive Director @
- 2022 -now Partner @
- 2020 -now Founding Member and Accredited Specialist Adviser @
- 2020 -now Director @
- 2005 -now Family CFO @ BMP Advisory Pty Ltd
Lloyd Harris Education
-
Masters (Finance)
2009-2012 - St Joseph's Nudgee College 1998-2002
-
(Finance)
2011 - Queensland University of Technology
Bachelors (Banking, Management, Business, Finance)
Lloyd Harris Skills
- Financial Planning
- Investments
- Strategic Financial Planning
- Superannuation
- Wealth
- Insurance
- Pensions
- Estate Planning
- Retirement
- Asset Allocation
- Income Protection
- Financial Advice
- Retirement Planning
- Wealth Management
- Asset Management
- Portfolio Management
- Equities
- Risk Management
- Tax
- Banking
- Investment Advisory
- Term Life Insurance
- Private Banking
- Derivatives
- Investment Strategies
- Securities
- Wealth Accumulation
- Cash Flow
- Customer Relations
- Financial Markets
- Mutual Funds
- High Net Worth Individuals
- Small Business
- Cash Management
- Financial Advisory
- Financial Planners
- Financial Services
- Financial Risk
- Finance
- Relationship Management
- Managerial Finance
- Personal Financial Planning
- SMSF
- Wealth Management Services
- Investment Management
- Holistic Financial Planning
- Life Insurance
- Debt Management
- Personal Finance
Lloyd Harris Summary
- Lloyd Harris, based in Yatala, QLD, AU, is currently a Non Executive Director at Send Payments. Lloyd Harris brings experience from previous roles at Succession Plus, SAPEPAA, Mortgage Protect and BMP Advisory Pty Ltd. Lloyd Harris holds a 2009 - 2012 Masters in Finance. With a robust skill set that includes Financial Planning, Investments, Strategic Financial Planning, Superannuation, Wealth and more. Lloyd Harris has 2 emails and 1 mobile phone numbers on RocketReach.
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Alexandra Rofe
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