Heath Simon Banfield
Financial Adviser in South Melbourne, Victoria, Australia
Review Heath Simon Banfield
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 number000470042
- Location
- South Melbourne VIC 3205
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 9 December 2014
- First provided advice
- 2015
- Qualifications
- Certificate IV in Financial Services, Integrity Education Group (2014); Diploma of Financial Planning, Integrity Education Group (2014); Advanced Diploma of Financial Planning, Integrity Education Group (2015); FPE020 SMSF Regulation and Taxation, Kaplan Higher Education Pty Limited (2023); FPE011 Debt Strategies, Kaplan Higher Education Pty Limited (2025); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- 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 Heath Simon Banfield
Heath Simon Banfield is a financial adviser in South Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000470042.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 9 December 2014.
According to the register, Heath first provided financial advice in 2015. Qualifications and training on file include Certificate IV in Financial Services (Integrity Education Group, 2014), Diploma of Financial Planning (Integrity Education Group, 2014) and Advanced Diploma of Financial Planning (Integrity Education Group, 2015).
The authorisation covers advice 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.”
Reviews
Nobody has reviewed Heath Simon Banfield here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Heath Simon Banfield a registered financial adviser?
Yes. Heath Simon Banfield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000470042.
Which licensee does Heath Simon Banfield work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Heath Simon Banfield 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."