ANDREW ROBERT HEAVEN

Financial Adviser · North Sydney, NSW

Registered

Registration Number

000248849

Registration Status

Registered

Location

North Sydney, NSW 2060

Providing Advice Since

2000

Registration Date

01/01/2004

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

1994 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2000 - Certificate of Superannuation Management - Certificate (AQF 1-4) - Association of Superannuation Funds of Australia Ltd (ASFA)
2019 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.