MARK HEFFERNAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2010 - Managed Investments - - SDIA
2010 - Margin Lending and Geared Investments - - Kaplan
2017 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2023 - FPC002B Ethices and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2024 - FPC007B Client Engagement Skills - Other - Kaplan
🏢 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.