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
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
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Adviser status
Bronze
- First year providing advice 2004
- Years of experience 21
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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
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Language spoken
- English
HLM Investments
3 Ashbrook ClBurton, SA 5110

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
PGW Financial Services Pty Ltd
AFSL 384713
