Trevor Harris

Senior Analyst at Big 4 Consultancy Firm
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU
Skills

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5.0

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Rob Coyte

Trevor was a very conscientious adviser and I have no hesitation in recommending him to people who are looking to undertake business with him. Trevor is inquisitive and always ensures that he understands the detail and has thought through carefully before making a decision. I think this is an essential quality of anyone working within this industry.

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Experience

  • Big 4 Consultancy Firm
    • United Kingdom
    • Accounting
    • 200 - 300 Employee
    • Senior Analyst
      • Jun 2021 - Present

  • Inner Circle
    • Australia
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Consultant
      • Jan 2021 - May 2021

  • Big 4 Consultancy Firm
    • United Kingdom
    • Accounting
    • 200 - 300 Employee
    • Senior Analyst
      • Mar 2019 - Nov 2020

  • NAB
    • Australia
    • Banking
    • 700 & Above Employee
    • Consultant - Advice Dispute Resolution
      • Aug 2018 - Feb 2019

  • Commonwealth Bank
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Dispute Resolution - Wealth Management Advice
      • Feb 2017 - Aug 2018

    • Case Assessment Manager/Approver - Financial Advice Remediation
      • Jun 2015 - Feb 2017

  • Rainmaker Information
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Technical & Professional Standards, Licensee Responsible Manager
      • May 2013 - Jun 2015

  • Stanford Brown
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Nov 2011 - Jul 2012

  • Westpac
    • Australia
    • Banking
    • 700 & Above Employee
    • Financial Adviser
      • Aug 2010 - Oct 2011

  • Piccadilly Financial Services Pty Ltd
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Jul 2001 - Jul 2010

Education

  • Macquarie University
    Bachelor of Commerce (B.Com.), Applied Finance
    1999 -
  • Securities Institute of Australia
    Postgraduate Diploma in Financial Planning
    2003 -
  • KAPLAN
    Diploma of Finance & Mortgage Broking Management
    2013 -
  • KAPLAN
    Accredited SMSF Specialist
    2010 -
  • KAPLAN
    Accredited ASX Listed Products Specialist
    2009 -

Community

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