Financial Adviser
· SHEPPARTON, VIC
Denis James Heenan
No disciplinary history on record with ASIC
SHEPPARTON,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260768
About Denis James Heenan
Denis James Heenan is a financial adviser based in Shepparton, Victoria, with 22 years of experience in the financial services industry since 2004. Denis is currently authorised under Skybridge Portfolios. Denis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Denis's qualifications include a Certified Financial Planner from Financial Planning Association. Denis 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
Diploma of Financial Planning
Financial Planning Association
2006
Certified Financial Planner
Financial Planning Association
2007
Self Managed Superannuation Fund
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan