Financial Adviser
· ADELAIDE, SA
Heath Visser
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239856
Heath Visser is a financial adviser based in Adelaide, South Australia, with 31 years of experience in the financial services industry. Heath is currently authorised under Halpin Wealth Partners Pty Ltd. Heath 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 from Financial Planners Association of Australia. Heath 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
Authorised to provide tax financial advice services
Qualifications and Training
1996
Diploma of Financial Planning
Financial Planning Association
1998
Certified Financial Planner
Financial Planners Association of Australia
2004
Self Managed Superannuation Funds
Kaplan Professional Education
2009
ASX Accredited Listed Producted Adviser Program
Kaplan Professional Education
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education
Registration History
MAGNITUDE GROUP PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register