Denis James Heenan
Financial Adviser in Shepparton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260768
- Location
- Shepparton VIC 3630
- Licensee
- Skybridge Portfolios Pty Ltd (AFSL 407092)
- Authorised since
- 1 August 2023
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (2004); Certified Financial Planner, Financial Planning Association (2006); Self Managed Superannuation Fund, Kaplan (2007); Ethics and Professionalism in Financial Advice, Kaplan (2020); Graduate Diploma of Financial Planning, Kaplan (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 Denis James Heenan
On the Financial Advisers Register kept by ASIC, Denis James Heenan appears as a current financial adviser in Shepparton, Victoria, adviser number 000260768.
The licensee Denis advises under is Skybridge Portfolios Pty Ltd (AFS licence 407092). The current authorisation started on 1 August 2023.
The register records 2004 as the year Denis first provided financial advice. The qualifications listed for Denis include Diploma of Financial Planning (Financial Planning Association, 2004), Certified Financial Planner (Financial Planning Association, 2006) and Self Managed Superannuation Fund (Kaplan, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Denis is authorised to advise 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.
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Questions people ask
Is Denis James Heenan a registered financial adviser?
Yes. Denis James Heenan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260768.
Which licensee does Denis James Heenan work under?
Skybridge Portfolios Pty Ltd, Australian financial services licence 407092.
What can Denis James Heenan 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.