HEATH JULIUS UECKERMANN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2001 - Bachelor of Commerce - Accounting & Finance - Bachelor Degree (AQF 7) - University of Western Australia
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Ltd
2015 - SMSF Specialist - Bachelor Degree (AQF 7) - University of Adelaide
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
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.