Financial Adviser
· BUNBURY, WA
Hugh Jerome Heffernan
No disciplinary history on record with ASIC
BUNBURY,
WA
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002576
About Hugh Jerome Heffernan
Hugh Jerome Heffernan is a financial adviser based in Bunbury, Western Australia, with 16 years of experience in the financial services industry since 2010. Hugh is currently authorised under Alethia Partners. Hugh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Hugh's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Ltd. Hugh 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma Financial Services (Financial Planning) FNS50804
Mentor Education Group
2011
RG146 Margin Lending
MLC ThreeSixty
2014
FNS60410 Advanced Diploma of Financial Planing
Kaplan Education Pty Ltd
2017
Master of Financial Planning
Kaplan Higher Education Pty Ltd
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd