THOMAS ROUGHAN PICKETT-HEAPS

Financial Adviser · Sydney, NSW

Registered

Registration Number

001003192

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2003

Registration Date

09/01/2006

Financial Services Licensee

ORD MINNETT LIMITED

Licence #000237121

📚 Qualifications & Training

1997 - Bachelor of Commerce - - University of Wollongong
2002 - Master of Commerce - - University of New South Wales
2005 - ADA Level 1 & 2 - - Kaplan

🏢 Professional Memberships

Stockbrokers and Investment Advisers Association (SIAA)

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.