Financial Adviser
· MELBOURNE, VIC
Mark Heffernan
No disciplinary history on record with ASIC
16
Years experience
ASIC Registered · ADV 001005414
Mark Heffernan is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry. Mark is currently authorised under Ord Minnett Limited. Mark holds authorisations to advise on superannuation, managed investments, securities and derivatives. Their qualifications include a Master of Applied Finance from Macquarie University. Mark is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2003
Bachelor of Commerce
Deakin University
2010
Managed Investments
SDIA
2010
Margin Lending and Geared Investments
Kaplan
2017
Master of Applied Finance
Macquarie University
2018
Diploma of Financial Planning
Kaplan
2023
FPC002B Ethices and Professionalism in Financial Advice
Ethics - Kaplan
2024
FPC007B Client Engagement Skills
Kaplan
Registration History
Source: ASIC Financial Advisers Register