THOMAS HEENAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Auckland
2018 - Family SMSF Advisor RG146 Course - - Terra Cordis
2024 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
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.