Financial Adviser
· SYDNEY, NSW
Thomas Heenan
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001271794
Thomas Heenan is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Thomas is currently authorised under Accru Financial Planning Pty Ltd. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce from University of Auckland.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Qualifications and Training
2010
Bachelor of Commerce
University of Auckland
2018
Family SMSF Advisor RG146 Course
Terra Cordis
2024
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Client Engagement Skills
Behavioural Finance - Kaplan