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  3. Donna Christine Heard

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

  • 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
  • 2009 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
  • 2015 - Accredited Listed Product Adviser Program (ALPA) - Other - Kaplan Professional
  • 2015 - Margin Lending Specialist - Other - Kaplan Professional
  • 2016 - Self-Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education

Memberships

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

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Szezjay Investments Pty. Ltd. (#247145)
Commenced
July 20, 2017
Ceased
July 31, 2024
Status
Current
Licence Holder
Count Financial Limited (#227232)
Commenced
Aug. 1, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
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