About Us
Our Mission
Heppingstone Financial Services is driven by the belief that we can make a positive difference to your financial position. By working closely with fellow advisers, stock brokers, accountants, lawyers and financial analysts, HFS offers a high level of holistic advice to clients.
Our award winning team of professionals concentrates on offering a high quality of financial advice which helps our time poor clients manage their financial affairs.
Christopher Heppingstone
Responsible Manager of Melbourne Advisory and Partners
Principal of Heppingstone Financial Services
Investment Manager of MAP Asset Management
Wholesale Investment Specialist
Christopher entered the financial planning industry in the early 90’s working alongside his now retired father (CPA/ Senior Financial Planner).
Over the past 25 (plus) years Christopher has worked with a number of large institutions and has had extensive experience with tax effective strategies, SMSF’s and retirement planning. Christopher now concentrates on Investment Management and only offers Wholesale Advice.
Christopher believes that it is important to have open lines of communication and his down to earth approach ensures that people have a clear and concise understanding of their financial goals and objectives.
In his capacity as Principal of the business, he has developed a strong team of like-minded Accountants, Lawyers, Mortgage Brokers and Stock brokers with specialised skills across all facets of the financial services industry.
Christopher’s particular interests in strategy have seen him awarded with industry awards and a strong following from other professionals. Christopher is an Affiliate member of the Financial Planning Association and a member/ SMSF Specialist (SMSF Professionals’ Association of Australia Ltd). He has completed studies in Business, Communication and Financial Planning.
Charles Cooch - Managing Director (External Consultant)
www.onedegreeparaplanning.com.au
Para Planning
HFS engages the full time services of One Degree Paraplanning (One Degree) is a locally based, provider of high quality Statement of Advice (SOA) documents.
Unlike most outsourced paraplanning firms that charge based on the complexity of advice, One Degree’s price is instead based on the simplicity of the advice document. This allows One Degree to complete complex SOAs at a fraction of the cost of other outsourced paraplanning firms.
One Degree’s team brings with it a wealth of experience which comprises over 20 years in the financial services industry.
Ninette Paruit
Office Manager
Ninette Paruit joined HFS in 2009 and is also the Executive PA to the principal Christopher Heppingstone.
Ninette’s responsibilities include preparation of our financial reports, assisting our stock broker and confirming funds under management are rolled as per advice provided, ensuring processes of planning procedure are met and communicating directly with clients.
Additionally Ninettes' high level computer skills and communication help complement the day to day running of HFS Pty LTD.
Ninette is an integral part of HFS and her experience has complemented the strict processes that HFS Pty Ltd has in place.
Deb Crawford
Client Services Manager
Deb, joined HFS in 2022 working on implementing compliance documents and assisting HFS Pty Ltd in day to day operations. Deb's amazing eye for detail and ability to folllow up helps HFS Pty Ltd offer a high level of service and compliance.
Jon White - Senior Financial Planner
Retail and Wholesale Financial Planner
Responsible Manager - Melbourne Advisory and Partners Pty Ltd (Retail Advice)
Senior Financial Planner
ASIC Adviser identification number: 256594
Jon, has had extensive industry experience and has been in senior roles for the last 20 years of his working career.
Experience:
Managing Director Integrum Capital Limited
Managing Director MWL Financial GroupMWL Financial Group Jan 2000 - Oct 2020
Jon, has been involved in the Financial Services industry for over 28 years from holding state and national management roles with Westpac, Trust Company of Australia, and Garrisons (Challenger) to founding and building a National multi-disciplinary (Financial Planning, Accounting, Funds Management, Insurance, Finance) business, MWL Financial Group. Jon has been a responsible manager of numerous Australian Financial and Credit licenses, of both private and public companies and currently chairs the compliance and investment committees of Integrum Capital.
Jon has completed all the relevant studies - including a Diploma of Financial Services, specialist studies in Financial Planning and has completed the recent ethics exam under the current requirements of FASEA.
Jon has had extensive experience with tax effective strategies, SMSF’s and retirement planning and worked closely with fellow advisers, stockbrokers, accountants, lawyers and financial analysts.