Financial Adviser · SYDNEY, NSW

Heath Julius Ueckermann

SYDNEY, NSW

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001000971

Licensee

Lipman Burgon And Partners

Sydney, NSW (licence address on ASIC register)

View licensee

About Heath Julius Ueckermann

Heath Julius Ueckermann is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Heath is currently authorised under Lipman Burgon And Partners. Heath holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Heath's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Heath is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Commerce

2013

Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

2015

SMSF Specialist

University of Adelaide

2018

Certified Financial Planner

Financial Planning Association of Australia

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Lipman Burgon And Partners Pty Limited

Mar 2015 - Present Current

Source: ASIC Financial Advisers Register