Financial Adviser
· NEWCASTLE, NSW
Heath David Whyte
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246207
Heath David Whyte is a financial adviser based in Newcastle, New South Wales, with 30 years of experience in the financial services industry. Heath is currently authorised under Pww Licensee Pty Ltd. Heath holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of financial Services (Financial Planning) from Kaplan. Heath is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
SDIA Accreditation Program Tier 1 Level
Securities & Derivatives Industry Association - Deakin Uni
2009
Advanced Diploma of financial Services (Financial Planning)
Kaplan
2011
Margin Lending & Geared Investments
Kaplan