Donna Christine Heard

Name
Donna Christine Heard
ID
263721
ABN
First Provided Advice
2001

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Count Financial Limited (#227232)
Commenced
Aug. 1, 2024
Ceased
June 25, 2025
Status
Ceased
Licence Holder
Szezjay Investments Pty. Ltd. (#247145)
Commenced
July 20, 2017
Ceased
July 31, 2024
Status
Ceased
Licence Holder
Acn 130 288 578 Pty Ltd (#326450)
Commenced
Dec. 17, 2015
Ceased
Oct. 7, 2016
Status
Ceased
Licence Holder
Capstone Financial Planning Pty Ltd (#223135)
Commenced
Feb. 1, 2015
Ceased
July 30, 2015
Status
Ceased
Licence Holder
Meritum Financial Group Pty Ltd (#245569)
Commenced
Oct. 11, 2016
Ceased
April 14, 2017
Status
Ceased
Licence Holder
Retirewell Financial Planning Pty. Ltd. (#247062)
Commenced
March 1, 2004
Ceased
July 1, 2014