Financial Adviser
· PERTH, WA
Gareth Anthony Healy
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003109
Gareth Anthony Healy is a financial adviser based in Perth, Western Australia, with 20 years of experience in the financial services industry. Gareth is currently authorised under Picture Wealth Advisory Pty Ltd. Gareth 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 Business double major in Finance and Electronic Commerce from Edith Cowan University. Gareth is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business double major in Finance and Electronic Commerce
Edith Cowan University
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2007
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Tribeca
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
BADGE FINANCIAL PTY LTD
PLAN B WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register