Christopher Heavon-Jones
Financial Adviser in Cleveland, Queensland, Australia
Review Christopher Heavon-Jones
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000410256
- Location
- Cleveland QLD 4163
- Licensee
- Harbourside WM Group Pty Ltd (AFSL 550872)
- Authorised since
- 23 October 2023
- First provided advice
- 2011
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional (2012); Self Managed Superannuation Funds, Kaplan Professional (2014); Accredited Listed Product Adviser Program, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Christopher Heavon-Jones
Christopher Heavon-Jones is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cleveland, Queensland (adviser number 000410256).
The licensee Christopher advises under is Harbourside WM Group Pty Ltd (AFS licence 550872). That authorisation dates from 23 October 2023.
The register records 2011 as the year Christopher first provided financial advice. The qualifications listed for Christopher include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Margin Lending and Geared Investments (Kaplan Professional, 2012). Christopher is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Christopher Heavon-Jones here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Christopher Heavon-Jones a registered financial adviser?
Yes. Christopher Heavon-Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000410256.
Which licensee does Christopher Heavon-Jones work under?
Harbourside WM Group Pty Ltd, Australian financial services licence 550872.
What can Christopher Heavon-Jones 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.