Team

Heath Visser
CFP®, DipFP
Meet Heath
Heath Visser is a Partner at Halpin Wealth, bringing over 30 years of experience in financial services. Specialising in retirement planning, Heath is committed to helping clients navigate complex financial landscapes with tailored strategies that ensure long-term security and peace of mind.
Heath’s career began in 1987, and his extensive expertise encompasses retirement income strategies, wealth creation, and self-managed superannuation funds (SMSFs). Over the decades, he has guided clients through significant economic and legislative changes, drawing on his deep industry knowledge to deliver solutions that align with their unique goals.
In addition to his advisory work, Heath is a long-standing tutor with the Workers Education Association of SA (WEA). For more than 20 years, his courses, Providing Reliable Income in Retirement and Successful Self-Managed Superannuation, have been highly regarded for offering practical, actionable insights.
Heath’s passions extend beyond financial planning. Heath is a keen golfer and has been a member of the Grange Golf Club for over 35 years. His passion for the game has taken him to many parts of the world with family and friends.
Heath and his wife Kylie live in the Eastern Suburbs with their two children. Weekends are often spent chauffeuring their kids to various activities, with any spare moments dedicated to relaxing and recharging.
Feel free to connect to explore how Heath can support your financial goals.
EXPERTISE
- Retirement Planning for High Net Worth Clients
- Self-Managed Superannuation Funds (SMSFs)
- Direct Equity Investments
- Wealth Creation and Risk Management
- Personal Insurance Strategies
QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS
- Certified Financial Planner (CFP)®
- Diploma of Financial Services (Financial Planning)
- Ethics and Professionalism in Financial Advice, Kaplan
- Self-Managed Superannuation Funds Course, Tribeca
- Accredited Listed Product Adviser Program (ALPA)
- Financial Adviser Standards and Ethics Authority (FASEA) Accredited
- Member of the Financial Advice Association of Australia (FAAA)
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.