Jeffrey Heap Financial Planner Report

Name:
Jeffrey James Heap

Rep Number:
000243660

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2016-07-08 onwards

Licensee
Name:

Number:
000486455

Appointed By
Name:
Praescius Financial Holdings Pty Ltd

Licence Number:
000486455

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
CFP - Certified Financial Planner

Memberships
Financial Planning Association of Australia (FPA)