Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH MELBOURNE, VIC

Heath Simon Banfield

11 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000470042

Heath Simon Banfield is a financial adviser based in South Melbourne, Victoria, with 11 years of experience in the financial services industry. Heath is currently authorised under Akumin Financial Planning Pty Limited. Heath 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Certificate IV in Financial Services
Integrity Education Group
2014
Diploma of Financial Planning
Integrity Education Group
2015
Advanced Diploma of Financial Planning
Integrity Education Group
2023
FPE020 SMSF Regulation and Taxation
Kaplan Higher Education Pty Limited
2025
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Dec 2014 - Present Current
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