Financial Adviser
· MELBOURNE, VIC
Charles Francis Heerey
No disciplinary history on record with ASIC
23
Years experience
ASIC Registered · ADV 001006333
Charles Francis Heerey is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. Charles is currently authorised under Ord Minnett Limited. Charles holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a BACHELOR OF ECONOMICS from MONASH UNIVERSITY.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1995
BACHELOR OF ECONOMICS
MONASH UNIVERSITY
2002
Graduate Diploma of Financial Planning
Kaplan
2004
ASX DERIVATIVES ACCREDITATION
AUSTRALIAN FINANCIAL MARKETS ASSOCIATION
2009
Graduate Diploma in Business
Queensland University of Technology