HEATH SIMON BANFIELD
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
2014 - Certificate IV in Financial Services - Certificate (AQF 1-4) - Integrity Education Group
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2023 - FPE020 SMSF Regulation and Taxation - Other - Kaplan Higher Education Pty Limited
2025 - FPE011 Debt Strategies - Other - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
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.