Financial Adviser · BUNDALL, QLD

Oliver Heathwood

BUNDALL, QLD

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001316037

Currently at

The Smart Fox

Barangaroo, NSW (firm address)

View firm profile

About Oliver Heathwood

Oliver Heathwood is a financial adviser based in Bundall, Queensland, with 1 year of experience in the financial services industry since 2025. Oliver is currently authorised under Lifestyle Asset Management, operating through The Smart Fox. Oliver holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Oliver holds a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restricted from providing advice on establishment of new SMSFs

Authorised to provide tax financial advice services

Qualifications and Training

2025

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Lifestyle Asset Management Pty Ltd

Jan 2026 - Present Current

Restricted from providing advice on establishment of new SMSFs

Lifestyle Asset Management Pty Ltd

Sep 2025 - Present Current

Restriction on providing advice on establishing new SMSFs

Lifestyle Asset Management Pty Ltd

Jun 2025 - Present Current

Restricted from providing advice on SMSF establishment

Source: ASIC Financial Advisers Register