Financial Adviser
· ADELAIDE, SA
Nicholas Harvey Heard
No disciplinary history on record with ASIC
ADELAIDE,
SA
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000551
Practice
Adelaide, SA (practice address on ASIC register)
Licensed through LJFD
About Nicholas Harvey Heard
Nicholas Harvey Heard is a financial adviser based in Adelaide, South Australia, with 26 years of experience in the financial services industry since 2000. Nicholas works at Heard Financial, which is licensed through Ljfd. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Nicholas 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
Diploma of Financial Planning
Deakin University
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd