DONNA CHRISTINE HEARD (Adviser# 000263721) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 20, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DONNA CHRISTINE HEARD |
| Adviser Number | 000263721 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000247145 ZANACORP FINANCIAL GROUP PTY. LTD. |
| Licence ABN | 16007130181 |
| Adviser Start Date | 2017-07-20 |
| Appointing Representative Name | ZANACORP FINANCIAL GROUP PTY. LTD. |
| Appointing Representative Number | 000247145 |
| Appointing Representative ABN | 16007130181 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Product Adviser Program | Kaplan Professional |
| Certified Financial Planner | Financial Planning Association of Australia (FPA) |
| Diploma of Financial Markets | Securities Institute of Australia |
| Diploma of Financial Planning | Deakin University |
| Margin Lending and Geared Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000247145 | ZANACORP FINANCIAL GROUP PTY. LTD. | 2017-07-20 - | ZANACORP FINANCIAL GROUP PTY. LTD. |
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2016-10-11 - 2017-04-14 | MERITUM FINANCIAL GROUP PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-12-17 - 2016-10-07 | GUIDANCE WEALTH MANAGEMENT PTY LTD |
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2015-02-01 - 2015-07-30 | MILESTONES FINANCIAL PLANNING PTY LTD |
| 000247062 | RETIREWELL FINANCIAL PLANNING PTY. LTD. | 2004-03-01 - 2014-07-01 | DONNA CHRISTINE HEARD |
| Licence Name | ZANACORP FINANCIAL GROUP PTY. LTD. |
| Licence Number | 000247145 |
| Licence ABN | 16007130181 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEBRA LEANNE MILLS | Zanacorp Financial Group Pty. Ltd. | Current | 2010-03-29 |
| JOSEPH JOHN ZANCA | Zanacorp Financial Group Pty. Ltd. | Current | 2004-01-19 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEBRA LEANNE MILLS | Zanacorp Financial Group Pty. Ltd. | Current | 2010-03-29 |
| JOSEPH JOHN ZANCA | Zanacorp Financial Group Pty. Ltd. | Current | 2004-01-19 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.