Trudy Ann Heins – Financial Adviser

Adviser identifying number: 248550
Status: Current
Adviser’s ABN: 91960025048
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WHOLISTIC FINANCIAL COACHING PTY LTD
Authorised Representative identifying number: 405607
Authorised Representative’s ABN: 68129895370

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:

• CFP – FPA
• DPML Margin Lending – Pinnacle
• Diploma Financial Planning – Deakin University
• Diploma of Agriculture – Rural Biz
• SMSF – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Trudy Ann Heins is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility