Trudy Heins Financial Planner Report

Name:
Trudy Ann Heins

Rep Number:
000248550

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2017-02-07 onwards

Location:
Dickson, , ACT, 0

ABN:
91 960 025 048

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Wholistic Financial Coaching Pty Ltd

Licence Number:
000405607

ABN:
68 129 895 370

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

Qualifications
FPA
CFP
Pinnacle
DPML Margin Lending
Deakin University
Diploma Financial Planning
Rural Biz
Diploma of Agriculture
Kaplan
SMSF

Memberships
Financial Planning Association of Australia (FPA)