Paul Graham Heanly
Financial Adviser in Sydney, New South Wales, Australia
Review Paul Graham Heanly
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 number000247594
- Location
- Sydney NSW 2000
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 1 January 2004
- First provided advice
- 1999
- Qualifications
- Bachelor of Economics, University of Newcastle (1990); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Diploma of Financial Planning, Financial Planning Association (FPA) (2001); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2019); MAI769 Ethics for Financial Services, Deakin University (2020)
- Memberships
- AFP - Financial Planner (FPA); 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, 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 Paul Graham Heanly
Paul Graham Heanly is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000247594.
Paul provides advice as an authorised representative of Hillross Financial Services Limited, which holds Australian financial services licence 232705. That authorisation dates from 1 January 2004.
According to the register, Paul first provided financial advice in 1999. Qualifications and training on file include Bachelor of Economics (University of Newcastle, 1990), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001) and Diploma of Financial Planning (Financial Planning Association (FPA), 2001). Professional memberships recorded: AFP – Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Paul is authorised to advise 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 Paul Graham Heanly here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Paul Graham Heanly a registered financial adviser?
Yes. Paul Graham Heanly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247594.
Which licensee does Paul Graham Heanly work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Paul Graham Heanly 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."