Financial Adviser
· SYDNEY, NSW
Heather Saunders
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255589
Heather Saunders is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Heather is currently authorised under Jbwere Ltd. Heather holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Heather is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty Adviser Campus
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register