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The Heron Partnership Pty Limited

AFS License Number
252538
Name
The Heron Partnership Pty Limited
ABN/ACN/ARBN
79100196272
Licensee issued
March 10, 2004
Address
Melbourne, 3000, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Donald Malcolm Campbell2018FASEA Exam - FASEA ~ IAAust 4A Superannuation - ANU ~ IAAust 4B Superannuation - ANU ~ IAAust Commercial Actuarial Practice - ANU ~ IAAust Investments - ANU
 Nerida Jayne Seccombe2003Actuary - Institute of Actuaries of Australia ~ Actuary - The New Zealand Society of Actuaries ~ Bachelor of Economics - Macquarie University NSW ~ FASEA Exam - FASEA
 Paul Robert Gilbert2004Bachelor of Commerce - Melbourne University ~ FASEA Exam - FASEA
 Wendy Joy Barton2009Diploma of Financial Services - Tribeca ~ FASEA Exam - FASEA