Financial Adviser
· CLEVELAND, QLD
Christopher Heavon-jones
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000410256
Christopher Heavon-jones is a financial adviser based in Cleveland, Queensland, with 15 years of experience in the financial services industry. Christopher is currently authorised under Harbourside Wm Group Pty Ltd. Christopher 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 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
This authorised representative is only authorised to give class of product advice in relation to Securities.
PREMIUM WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register