Financial Adviser
· BUNDABERG CENTRAL, QLD
Tammy Sheree Heidrich
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005428
Tammy Sheree Heidrich is a financial adviser based in Bundaberg Central, Queensland, with 22 years of experience in the financial services industry. Tammy is currently authorised under Consultum Financial Advisers Pty Ltd. Tammy 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 (CFP) from Financial Planning Association (FPA). Tammy is a member of Financial Advice Association of Australia (FAAA).
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
2000
Bachelor of Laws
Queensland University Technology
2001
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2006
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional