Financial Adviser · GLENELG NORTH, SA

Peter Heading

19 Years experience

Tax advice
authorised

Currently at

Black Forest, SA

View firm profile

ASIC Registered · ADV 000466228

Peter Heading is a financial adviser based in Glenelg North, South Australia, with 19 years of experience in the financial services industry. Peter is currently authorised under Investplan Pty Ltd. Peter 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 Master Of Financial Planning from University Of The Sunshine Coast. Peter is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2002

Certificate IV Assessment & Workplace Training

RMIT University

2004

Certificate IV in Financial Services (General Insurance)

Australian & New Zealand Institute of Insurance & Finance

2008

Diploma Of Financial Services (Financial Planning)

FINSIA

2012

Master Of Financial Planning

University Of The Sunshine Coast

2014

Self Managed Super Funds

Kaplan Professional

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Investplan Pty Ltd

Feb 2020 - Present Current

Financial Wisdom Limited

Jun 2015 - Feb 2020 Ceased

Not authorised to provide personal advice on Securities

Charter Financial Planning Limited

Oct 2014 - Jun 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Commonwealth Financial Planning Limited

Mar 2007 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register