Heather Cassells
Financial Adviser in Ballarat, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000355761
- Location
- Ballarat VIC 3350
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2022
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Advising, Securities Institute of Australia (2005); Certified Financial Planner, Financial Planning Association of Australia Limited (2008); Self Managed Superannuation Funds, Kaplan (2009); Margin Lending and Geared Investments, Kaplan Professional (2010); ASX Listed Product Adviser, LPAC Online (2015); Accredited Aged Care Professional, Aged Care Steps (2017)
- 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 Heather Cassells
Heather Cassells is a financial adviser in Ballarat, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000355761.
The licensee Heather advises under is Viridian Advisory Pty Ltd (AFS licence 476223). That authorisation dates from 1 July 2022.
The register records 2001 as the year Heather first provided financial advice. The qualifications listed for Heather include Diploma of Financial Advising (Securities Institute of Australia, 2005), Certified Financial Planner (Financial Planning Association of Australia Limited, 2008) and Self Managed Superannuation Funds (Kaplan, 2009). 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 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 Heather Cassells a registered financial adviser?
Yes. Heather Cassells is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000355761.
Which licensee does Heather Cassells work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Heather Cassells 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.