Stephen Heald Financial Planner Report

Name:
Stephen Heald

Rep Number:
000223014

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2011-08-08 onwards

Licensee
Name:

Number:
000405576

ABN:
14 150 153 503

Appointed By
Name:
Advocate Advisory Pty. Ltd.

Licence Number:
000405576

ABN:
14 150 153 503

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner
Swinburne University
Diploma of Business (Financial Services Distribution)
RMIT University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)