Renee Heaney Financial Planner Report

Name:
Renee Frances Heaney

Rep Number:
000305981

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
Certified Financial Planner
Finsia
Diploma of Financial Advising
Intellitrain
Diploma of Financial Services (Finance/Mortgage Broking Management)
AMP
Diploma of Financial Services (Financial Planning)
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
Mortgage & Finance Association of Australia (MFAA)