Heather Elizabeth McInnes
Financial Adviser in Ipswich, Queensland, Australia
Review Heather Elizabeth McInnes
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 number001252851
- Location
- Ipswich QLD 4305
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 22 May 2026
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (2001); CPA Program (incl. Personal Financial Planning and Superannuation), CPA Australia (2011); Diploma of Financial Planning FNS50615, Mentor Education (2017); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Heather Elizabeth McInnes
On the Financial Advisers Register kept by ASIC, Heather Elizabeth McInnes appears as a current financial adviser in Ipswich, Queensland, adviser number 001252851.
Heather provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 22 May 2026.
The register records 2017 as the year Heather first provided financial advice. Qualifications and training on file include Bachelor of Business (Accountancy) (Queensland University of Technology, 2001), CPA Program (incl. Personal Financial Planning and Superannuation) (CPA Australia, 2011) and Diploma of Financial Planning FNS50615 (Mentor Education, 2017). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Heather Elizabeth McInnes here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Heather Elizabeth McInnes a registered financial adviser?
Yes. Heather Elizabeth McInnes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001252851.
Which licensee does Heather Elizabeth McInnes work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Heather Elizabeth McInnes give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.