Financial Adviser · MELBOURNE, VIC

Shaun Oscar Heger

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002497

Shaun Oscar Heger is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Shaun is currently authorised under Caresuper Advice Pty Ltd. Shaun holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Majors: Finance/Economics & Accounting, Minor: Marketing) from Swinburne University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Business (Majors: Finance/Economics & Accounting, Minor: Marketing)
Swinburne University of Technology
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism
Ethics - Kaplan Professional

Registration History

Apr 2021 - Present Current
Feb 2018 - Mar 2021 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
May 2013 - Jan 2018 Ceased
Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.

Source: ASIC Financial Advisers Register