Financial Adviser · KEW EAST, VIC

Ryan James Hegarty

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001265117

Ryan James Hegarty is a financial adviser based in Kew East, Victoria, with 8 years of experience in the financial services industry. Ryan is currently authorised under Personal Financial Services Ltd. Ryan 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 Bachelor of Commerce (Finance and Financial Planning) from Deakin University.

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

2016
Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2022
Bachelor of Commerce (Finance and Financial Planning)
Deakin University
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education Pty Ltd

Registration History

Nov 2022 - Present Current
Jun 2018 - Feb 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register