Heather Margaret McCarthy
Financial Adviser in Warragul, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000266365
- Location
- Warragul VIC 3820
- Licensee
- SMW Advisory Pty Ltd (AFSL 544311)
- Authorised since
- 17 February 2023
- First provided advice
- 1997
- Qualifications
- Bachelor of Business, Monash University (1991); Certified Financial Planner, Deakin University/ Financial Planning Association (1997); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2011); Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2022); Superannuation and Retirement Advice, Kaplan Education Pty Ltd (2023)
- Memberships
- CPA Australia (CPA); 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 Heather Margaret McCarthy
Heather Margaret McCarthy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warragul, Victoria (adviser number 000266365).
Advice is given under the Australian financial services licence of SMW Advisory Pty Ltd, licence number 544311. The current authorisation started on 17 February 2023.
According to the register, Heather first provided financial advice in 1997. The qualifications listed for Heather include Bachelor of Business (Monash University, 1991), Certified Financial Planner (Deakin University/ Financial Planning Association, 1997) and Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2011). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Heather is authorised to advise 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 Heather Margaret McCarthy a registered financial adviser?
Yes. Heather Margaret McCarthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000266365.
Which licensee does Heather Margaret McCarthy work under?
SMW Advisory Pty Ltd, Australian financial services licence 544311.
What can Heather Margaret McCarthy 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.