Andrew Robert Heaven
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248849
- Location
- North Sydney NSW 2060
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1994); Certificate of Superannuation Management, Association of Superannuation Funds of Australia Ltd (ASFA) (2000); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2019); Master of Financial Planning, Griffith University (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Robert Heaven
Andrew Robert Heaven is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000248849).
Andrew provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 1 January 2004.
The register records 2000 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1994), Certificate of Superannuation Management (Association of Superannuation Funds of Australia Ltd (ASFA), 2000) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2019).
Andrew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Andrew Robert Heaven a registered financial adviser?
Yes. Andrew Robert Heaven is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248849.
Which licensee does Andrew Robert Heaven work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Andrew Robert Heaven give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."