Nicholas Harvey Heard – Financial Adviser
Adviser identifying number: 1000551
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: LJFD PTY LTD
Licence number: 438458
Licensee’s ABN: 66161715304
Licence controlled by: HEARD FINANCIAL PTY LTD
The date the Financial Adviser commenced the appointment: 29/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HEARD FINANCIAL PTY LTD
Authorised Representative identifying number: 444271
Authorised Representative’s ABN: 23161715500
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: Diploma of Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Nicholas Harvey Heard is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility