Heath Moss profile photo

Heath Moss

HLM Investments

Bronze
21 Yrs Experience
Burton, SA 5110

Heath Moss is a Portfolio Manager at, and owner, of HLM Investments. He has been giving personalised investment advice for over 20 years and specialises in the construction & management of listed investment portfolios using ASX listed shares, ETFs & International shares to meet a client’s goals & objectives. Heath is often called upon for his financial market and macro views in various forms of media appearing regularly on Ausbiz, SBS world news and co-hosting an investment podcast. Heath prides himself on a transparent, efficient, and flexible relationship with his clients with their needs, goals & objectives at the forefront of all advice given.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2004
  • Years of experience 21
  • Highest qualifications
    • ASX Listed Products Accreditation (LPAC)
    • Entry Level Competencies
    • Self Managed Superannuation Funds (SMSF)
    • Diploma of Financial Services (Wealth Creation and Retirement Planning)
    • Margin Leading and Geared Investments
  • Language spoken
    • English

HLM Investments

3 Ashbrook Cl
Burton, SA 5110

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

PGW Financial Services Pty Ltd

AFSL 384713