Christopher Heppingstone

Heppingstone Financial Services

Silver
28 Yrs Experience
South Melbourne, VIC 3205

Heppingstone Financial Services is driven by the belief that we can make a difference to your financial position.

Our award winning team of professionals concentrate on offering a high quality of financial advice which helps our time poor clients manage their financial affairs.

Over the past 20 plus years of experience working closely with fellow advisers, stock brokers, accountants, lawyers and financial analysts; Christopher offers a high level of holistic advice to clients.

Christopher is also a Specialist Self-Managed Superannuation Fund Advisor and is accredited by both Financial Wisdom Limited and SPAA, the peak membership body for Financial Planners, Accountants and Lawyers offering specialised advice in the Self-managed superannuation fund Sector.

Since July 2015 Heppingstone Financial Services Pty Ltd has set up a new dealership and an Australian Financial Services License (AFSL) – Melbourne Advisory & Partners Pty Ltd.

AWARDS:

  • 2015 ASIC appointed Christopher Heppingstone as a Responsible Manager under Melbourne Advisory & Partners Pty Ltd
  • 2013 - 2014 Practice of the Year Award (Finalist)
  • 2012 Wealth Professional Top 50 Adviser (ranked No.15)
  • FPA and Financial Wisdom 'Value of Advice Award'
  • SPAA - Self Managed Superannuation Fund Specialist and member of association
  • Value of Advice Award Finalist FPA
  • Nominated for the AFA Adviser of the Year Award
  • Associate member of the Financial Planning Association of Australia

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 3
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Heppingstone Financial Services

Level 4, 66 Albert Rd
South Melbourne, VIC 3205

Licensed by

Melbourne Advisory & Partners Pty Ltd

AFSL 472170