Mark Heanly Financial Planner Report

Name:
Mark Heanly

Rep Number:
000231766

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2008-09-05 onwards

Licensee
Name:

Number:
000232705

ABN:
77 003 323 055

Controlled By:

Appointed By
Name:
Hillross Financial Services Limited

Licence Number:
000232705

ABN:
77 003 323 055

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

Qualifications
University of Newcastle
Bachelor of Commerce

Memberships
CA - Chartered Accountants (CA)
CA - Financial Planning Specialist
CFP Certified Financial Planner (FPA)