Financial Adviser
· BALLARAT, VIC
Heather Cassells
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000355761
Heather Cassells is a financial adviser based in Ballarat, Victoria, with 25 years of experience in the financial services industry. Heather is currently authorised under Viridian Advisory Pty Ltd. Heather 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 Planning Association of Australia Limited. Heather 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
2005
Diploma of Financial Advising
Securities Institute of Australia
2008
Certified Financial Planner
Financial Planning Association of Australia Limited
2009
Self Managed Superannuation Funds
Kaplan
2010
Margin Lending and Geared Investments
Kaplan Professional
2015
ASX Listed Product Adviser
LPAC Online
2017
Accredited Aged Care Professional
Aged Care Steps