Financial Adviser
· IPSWICH, QLD
Heather Elizabeth Mcinnes
No disciplinary history on record with ASIC
IPSWICH,
QLD
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252851
Heather Elizabeth Mcinnes is a financial adviser based in Ipswich, Queensland, with 9 years of experience in the financial services industry since 2017. Heather is currently authorised under Alliance Wealth, operating through Red Diamond Wealth. Heather holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Heather's qualifications include a Bachelor of Business (Accountancy) from Queensland University of Technology. Heather is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Business (Accountancy)
Queensland University of Technology
2011
CPA Program (incl. Personal Financial Planning and Superannuation)
CPA Australia
2017
Diploma of Financial Planning FNS50615
Mentor Education
2017
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register