Financial Adviser
· SYDNEY, NSW
Heath Mclaren
No disciplinary history on record with ASIC
SYDNEY,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005207
About Heath Mclaren
Heath Mclaren is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry since 1999. Heath works at MacQuarie Equities, which is licensed through MacQuarie Equities Limited. 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 Master of Economics from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Economics (Financial Studies)
Macquarie University
1996
Master of Economics
Macquarie University
2003
Diploma of Financial Planing 8
Financial Advice Association of Australia Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register