Jason Harvey
360 PRIVATE WEALTH PTY LTD · Bendigo VIC 3550 · Advising since 2002
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000246821
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- 360 WEALTH PTY LTD · AFSL 478531Through authorised representative 360 PRIVATE WEALTH PTY LTD (no. 000257933)Since 19 March 2025
- Principal business address
- Bendigo VIC 3550
- First year providing advice
- 2002
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2025 – present360 WEALTH PTY LTD · AFSL 478531Through authorised representative 360 PRIVATE WEALTH PTY LTD (no. 000257933)
- CEASEDSep 2016 – Dec 2025360 WEALTH PTY LTD · AFSL 478531
- CEASEDMay 2011 – Sep 2016LONSDALE FINANCIAL GROUP PTY LTD · AFSL 246934Through authorised representative HARVEY PRIVATE WEALTH PTY LTD (no. 000404063)
- CEASEDJun 2008 – Apr 2011FINANCIAL FOUNDATIONS AUSTRALIA PTY. LTD. · AFSL 237439
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice FPC002B
Kaplan · 2019 · Bridging Course - Ethics
Certified Financial Planner
Financial Planning Association · 2003 · Professional Designations
Bachelor of Business in Financial Planning
RMIT · 2000 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jason Harvey claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jason Harvey on Souffle yet.
Contacting Jason Harvey
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
360 PRIVATE WEALTH PTY LTD
Authorised by 360 WEALTH PTY LTD · AFSL 478531
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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