Michael Heffernan – Financial Adviser

Adviser identifying number: 1001409
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: PHILLIP CAPITAL LIMITED
Licence number: 246827
Licensee’s ABN: 14002918247
Licence controlled by:

The date the Financial Adviser commenced the appointment: 19/01/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PHILLIP CAPITAL LIMITED
Authorised Representative identifying number: 246827
Authorised Representative’s ABN: 14002918247

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Barrister & Solicitor of Victoria – Law Institute of Victoria
  • Economics – Honours – Monash University
  • Law Degree – Melbourne University
  • PS 146 – Securities Institute of Australia
  • Practicing Certificate – Law Institute of Victoria

Relevant memberships of professional bodies or industry associations:

  • Economics Society of Australia – Victorian Division
  • Financial Services Institute of Australasia
  • Law Institute of Victoria

Michael Heffernan is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Margin Lending Facility / Standard Margin Lending Facility