CFP®, DipFP, SA(Fin)

Heath is a Partner of Halpin Financial Services 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 30 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 teenage children and their weekends are spent in the role of kids taxi, and relaxing when not required to do so!

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under license.

Partner / Senior Adviser (Retirement)

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

CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Planning
Member of the Financial Planning Association
Senior Associate of the Financial Services Institute of Australia