Peter Heading
Financial Adviser in Glenelg North, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000466228
- Location
- Glenelg North SA 5045
- Licensee
- Investplan Pty Ltd (AFSL 518743)
- Authorised since
- 14 February 2020
- First provided advice
- 2007
- Qualifications
- Certificate IV Assessment & Workplace Training, RMIT University (2002); Certificate IV in Financial Services (General Insurance), Australian & New Zealand Institute of Insurance & Finance (2004); Diploma Of Financial Services (Financial Planning), FINSIA (2008); Master Of Financial Planning, University Of The Sunshine Coast (2012); Self Managed Super Funds, Kaplan Professional (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Peter Heading
On the Financial Advisers Register kept by ASIC, Peter Heading appears as a current financial adviser in Glenelg North, South Australia, adviser number 000466228.
The licensee Peter advises under is Investplan Pty Ltd (AFS licence 518743). That authorisation dates from 14 February 2020.
According to the register, Peter first provided financial advice in 2007. Qualifications and training on file include Certificate IV Assessment & Workplace Training (RMIT University, 2002), Certificate IV in Financial Services (General Insurance) (Australian & New Zealand Institute of Insurance & Finance, 2004) and Diploma Of Financial Services (Financial Planning) (FINSIA, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Peter 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 Peter Heading a registered financial adviser?
Yes. Peter Heading is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000466228.
Which licensee does Peter Heading work under?
Investplan Pty Ltd, Australian financial services licence 518743.
What can Peter Heading 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.