MARK HEFFERNAN

Financial Adviser · Melbourne, VIC

Registered

MARK HEFFERNAN is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2010, based in Melbourne, Victoria. They are authorised to provide advice under PERPETUAL TRUSTEE COMPANY LIMITED (AFSL licence #000236643). Registered qualifications on file include 2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University, 2010 - Managed Investments - - SDIA, 2010 - Margin Lending and Geared Investments - - Kaplan. Professional memberships listed: Financial Advice Association of Australia (FAAA).

Registration Number

001005414

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2010

Registration Date

03/02/2020

Financial Services Licensee

PERPETUAL TRUSTEE COMPANY LIMITED

Licence #000236643

📚 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)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.