HUGH JEROME HEFFERNAN
Financial Adviser · Bunbury, WA
📚 Qualifications & Training
2009 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education Group
2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Eduation Pty Ltd
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
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.