Tom Harris Email & Phone Number
Business Owner @ Accru Melbourne
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Tom Harris Location
- Melbourne, VIC, AU
Tom Harris Work
- 2018 -now Business Owner @
- 2005 -now Financial Adviser at Accru Wealth Management @
- 2020 -now Treasurer @
- 2017 -2019 Vice President @ Richmond Creche and Kinder
- 2016 -2018 Director @
Tom Harris Education
- FPA
CERTIFIED FINANCIAL PLANNER (CFP®)
2013-2014 - Finsia
Graduate Diploma of Applied Finance and Investment
2006-2007 - Finsia
Graduate Certificate of Financial Planning
2005-2006 - University of Melbourne
Bachelor of Commerce (B.Com.) (Economics and Finance)
2001-2003
Tom Harris Skills
- Investment Advice
- Portfolio Management
- Share Advice
- Tax Strategy
- Personal Financial Planning
- Personal Tax Planning
- Aged Care Advice
- Asset Protection
- Estate Planning
- Financial Advisory
- Tax
- Superannuation
- Strategic Financial Planning
- Income Tax
- Financial Accounting
- Risk Management
- Auditing
- Financial Planning
- Business Strategy
- Finance
- Sales
- CCSE
- Microsoft Office
- Marketing
- Development
Tom Harris Summary
- Tom Harris, based in Melbourne, VIC, AU, is currently a Business Owner at Accru Melbourne. Tom Harris brings experience from previous roles at Accru Melbourne, The Rugby Club of Victoria and Richmond Creche and Kinder. Tom Harris holds a 2013 - 2014 CERTIFIED FINANCIAL PLANNER (CFP®) @ FPA. With a robust skill set that includes Investment Advice, Portfolio Management, Share Advice, Tax Strategy, Personal Financial Planning and more. Tom Harris has 2 emails and 1 mobile phone numbers on RocketReach.
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