Heath Visser
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239856
- Location
- Adelaide SA 5000
- Licensee
- Halpin Wealth Partners Pty Ltd (AFSL 517210)
- Authorised since
- 1 October 2019
- First provided advice
- 1995
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (1996); Certified Financial Planner, Financial Planners Association of Australia (1998); Self Managed Superannuation Funds, Kaplan Professional Education (2004); ASX Accredited Listed Producted Adviser Program, Kaplan Professional Education (2009); Ethics and Professionalism in Financial Advice, Kaplan Professional Education (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Heath Visser
On the Financial Advisers Register kept by ASIC, Heath Visser appears as a current financial adviser in Adelaide, South Australia, adviser number 000239856.
Advice is given under the Australian financial services licence of Halpin Wealth Partners Pty Ltd, licence number 517210. The current authorisation started on 1 October 2019.
The register records 1995 as the year Heath first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association, 1996), Certified Financial Planner (Financial Planners Association of Australia, 1998) and Self Managed Superannuation Funds (Kaplan Professional Education, 2004). Professional memberships recorded: 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Heath Visser a registered financial adviser?
Yes. Heath Visser is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239856.
Which licensee does Heath Visser work under?
Halpin Wealth Partners Pty Ltd, Australian financial services licence 517210.
What can Heath Visser 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.