Financial Adviser · CLEVELAND, QLD

Christopher Heavon-jones

CLEVELAND, QLD

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000410256

Licensee

Harbourside Wm Group

Cleveland, QLD (licence address on ASIC register)

View licensee

About Christopher Heavon-jones

Christopher Heavon-jones is a financial adviser based in Cleveland, Queensland, with 15 years of experience in the financial services industry since 2011. Christopher is currently authorised under Harbourside Wm Group. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Christopher 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

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Margin Lending and Geared Investments

Kaplan Professional

2014

Self Managed Superannuation Funds

Kaplan Professional

2022

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Harbourside Wm Group Pty Ltd

Oct 2023 - Present Current

Capstone Financial Planning Pty Ltd

Jun 2022 - Oct 2023 Ceased

Capstone Financial Planning Pty Ltd

Feb 2016 - Jun 2022 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities.

PREMIUM WEALTH MANAGEMENT PTY LTD

Aug 2011 - Feb 2016 Ceased

Source: ASIC Financial Advisers Register