Heath Visser Financial Planner Report

Name:
Heath Visser

Rep Number:
000239856

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2015-05-04 onwards

Licensee
Name:

Number:
000221557

ABN:
54 086 266 202

Controlled By:

Appointed By
Name:
Brendan Atkins & Associates Pty Ltd Life's A Breeze Pty Ltd Charter Capital Wealth Management Pty Ltd Baker Young Hart Pty Ltd & Jane T Gun Chill Advice Pty Ltd Visser Advice Pty Ltd Pfmh Pty Ltd

Licence Number:
000331222

ABN:
59 709 766 877

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
ASX Accredited Listed Producted Adviser Program
Financial Planning Association Of Australia
Certified Financial Planner
Deakin University
Diploma Of Financial Planning
Tribeca Learning (Australia) Pty Ltd
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)