David Geoffrey Heath
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000223877
- Location
- Sydney NSW 2000
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 31 May 2010
- First provided advice
- 1984
- Qualifications
- RG146, Assessment Education Services (2002)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About David Geoffrey Heath
David Geoffrey Heath is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000223877).
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. The current authorisation started on 31 May 2010.
According to the register, David first provided financial advice in 1984. Qualifications and training on file include RG146 (Assessment Education Services, 2002). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending and derivatives, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Geoffrey Heath a registered financial adviser?
Yes. David Geoffrey Heath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000223877.
Which licensee does David Geoffrey Heath work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can David Geoffrey Heath give advice on?
The register lists these advice areas: securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.