Heath Visser

Senior Adviser (Retirement) & Partner
Adelaide Office

CFP®, DipFP

Heath is a Partner of Halpin Wealth and a Senior Adviser specialising in Retirement Planning. He has been actively involved in the financial planning industry since commencing his career in 1987. Now with over 30 years’ experience in assisting and guiding clients through all forms of economic and legislative change, Heath has a vast wealth of experience which he draws upon to provide the right solution for his clients.

Heath has been a selected Tutor for the Workers Education Association of SA (The WEA) for over 20 years. His two courses “Providing Reliable Income in Retirement” and “Successful Self-Managed Superannuation” continue to be highly regarded by the WEA and attendees. The courses enable Heath to educate attendees on the key insights and strategies he has developed over the years.

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 and their weekends are spent in the role of kids taxi, and relaxing when not required to do so!

EXPERTISE

  • Retirement Planning strategies for High Net Wealth Clients
  • Self Managed Superannuation Funds
  • Direct Equity Investments
  • Wealth Creation
  • Personal Insurance and Risk Management

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Heath has achieved the following financial planning accreditations:

  • Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
  • Kaplan – Ethics and Professionalism in Financial Advice course;
  • Certified Financial Planner (CFP)®;
  • Diploma of Financial Services (Financial Planning);
  • Tribeca – Self Managed Superannuation Funds course; and
  • Accredited Listed Product Adviser Program.

Heath is also a 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.

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