Malcolm William Heasman

Name: Malcolm William Heasman
ID: 1264580
ABN: –
First Provided Advice: 2017
Restrictions: This licence authorises the licensee to carry on a financial services business to:(a) provide financial product advice for the following classes of financial products:(i) superannuation limited to:(A) self-managed superannuation fund;(B) a persons existing holding in a superannuation product but only to the extent required for:(1) making a recommendation that the person establish a self-managed superannuation fund; and(2) providing advice to the person on contributions or pensions under a superannuation product;(b) provide class of financial product advice for the following classes of financial products:(i) deposit and payment products limited to:(A) basic deposit products;(ii) general insurance products;(iii) life products limited to:(A) life risk insurance products;(iv) simple managed investment schemes;(v) securities; and(vi) superannuation; and(c) deal in a financial product by:(i) arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:(A) superannuation limited to:(1) self-managed superannuation fund; and(ii) arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:(A) superannuation limited to:(1) self-managed superannuation fund;to retail clients.

Qualifications

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

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