Financial Adviser · SYDNEY, NSW

Heath Julius Ueckermann

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000971

Heath Julius Ueckermann is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Heath is currently authorised under Lipman Burgon And Partners Pty Limited. 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 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

Mar 2015 - Present Current

Source: ASIC Financial Advisers Register