Heath Julius Ueckermann
Financial Adviser in Sydney, New South Wales, Australia
Review Heath Julius Ueckermann
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 number001000971
- Location
- Sydney NSW 2000
- Licensee
- Lipman Burgon and Partners Pty Limited (AFSL 234972)
- Authorised since
- 1 March 2015
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, University of Western Australia (2001); Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2013); SMSF Specialist, University of Adelaide (2015); Certified Financial Planner, Financial Planning Association of Australia (2018); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Heath Julius Ueckermann
On the Financial Advisers Register kept by ASIC, Heath Julius Ueckermann appears as a current financial adviser in Sydney, New South Wales, adviser number 001000971.
Advice is given under the Australian financial services licence of Lipman Burgon and Partners Pty Limited, licence number 234972. That authorisation dates from 1 March 2015.
The register records 2015 as the year Heath first provided financial advice. The qualifications listed for Heath include Bachelor of Commerce (University of Western Australia, 2001), Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2013) and SMSF Specialist (University of Adelaide, 2015). Heath is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Heath 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.
Reviews
Nobody has reviewed Heath Julius Ueckermann here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Heath Julius Ueckermann a registered financial adviser?
Yes. Heath Julius Ueckermann is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000971.
Which licensee does Heath Julius Ueckermann work under?
Lipman Burgon and Partners Pty Limited, Australian financial services licence 234972.
What can Heath Julius Ueckermann 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; standard margin lending; derivatives.