Peter Heading
INVESTPLAN PTY LTD · Glenelg North SA 5045 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000466228
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- INVESTPLAN PTY LTD · AFSL 518743Since 14 February 2020
- Principal business address
- Glenelg North SA 5045
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2020 – presentINVESTPLAN PTY LTD · AFSL 518743
- CEASEDJun 2015 – Feb 2020FINANCIAL WISDOM LIMITED · AFSL 231138
- CEASEDOct 2014 – Jun 2015CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDMar 2007 – Sep 2014COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2021 · Bridging Course - Ethics
Self Managed Super Funds
Kaplan Professional · 2014 · Other
Master Of Financial Planning
University Of The Sunshine Coast · 2012 · Masters Degree (AQF 9)
Diploma Of Financial Services (Financial Planning)
FINSIA · 2008 · Diploma (AQF 5)
Certificate IV in Financial Services (General Insurance)
Australian & New Zealand Institute of Insurance & Finance · 2004
Certificate IV Assessment & Workplace Training
RMIT University · 2002
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Peter Heading claims the profile.
Reviews
Not yet reviewed
No client has reviewed Peter Heading on Souffle yet.
Contacting Peter Heading
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
INVESTPLAN PTY LTD · AFSL 518743
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Peter Heading claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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