Making a Difference to Your Financial Position
FOR AN APPOINTMENT CALL 03 90231449
OR CLICK ON THE TAB ABOVE AND PLEASE COMPLETE YOUR DETAILS
Address:
Suite 45, 245 St Kilda Rd, St Kilda VIC 3182
Our firm is driven by the belief that we can make a difference to your financial position.
At HFS our team of professionals listen to the needs of our clients and tailor solutions to help existing and new clients achieve their goals and objectives.
Advice Offered by HFS:
- Superannuation
- Self Managed Super Fund (Specialist Advice)
- Retirement Planning
- Transition to retirement Advice / Retirement planning
- Investment Advice
- Direct shares (full time stock broker aligned with practice)
- Personal Insurance (income protection, term life, TPD, Trauma and Key Man)
- Aged Pension / Social Security
- Aged Care
- Gearing
- MDA Services
Awards:
- Christopher Heppingstone - Wholesale Investment Specialist and Investment Manager of MAP Asset Management Pty Ltd (MDA)
- Current - Appointed Investment Manager of MAP Asset Management Pty Ltd (MDA)
- 2015 Christopher Heppingstone was appointed as a Responsible Manager of Melbourne Advisory & Partners Pty Ltd.
- 2014 Nominated top 3 Victorian Financial Planning Practices
- 2012 Wealth Professional Top 50 Adviser
- FPA and Financial Wisdom Value of Advice Award
- SPAA - Self Managed Superannuation Fund Specialist
- Value of Advice Award Financial Wisdom and runner up FPA
- Nominated for the AFA Adviser of the Year Award
- Jon White - Appointed Senior Financial Planner of Heppingstone Financial Services Pty Ltd
- CLICK HERE - DOWNLOAD A FINANCIAL SERVICES GUIDE (FSG)
Our firm is aligned with a team of lawyers, accountants, stockbrokers and mortgage brokers which are dedicated to continuously improving the levels of service to HFS's clients. Through continuing education and working closely with these professionals our services reflect industry best.
As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Melbourne Advisory & Partners Pty Ltd complies with the Privacy Act 1988. For further details please refer to the Privacy Policy.
Making a Complaint
Melbourne Advisory and Partner's Pty Ltd - Licensee's Complaints Policy
What should I do if I have a complaint?
If you have any complaints about the services we have provided to you, you should take the following steps:
• Contact your financial adviser or contact us by any of the following means:
Post: Suite 45, 245 St Kilda Rd, St Kilda, VIC 3182
Email: c@heppingstonefs.com.au
Phone: 61-03-90231449
• We will acknowledge your complaint within 24 hours of receipt if practicable to and we will try and resolve your complaint quickly and fairly.
• If you need additional assistance to lodge a complaint, please use any of the above methods to contact us and we can engage accessibility services such as interpreters if required or we can assist you.
• If the complaint can't be resolved to your satisfaction within 30 calendar days, you have the right to refer the matter to the Australian Financial Complaints Authority ('AFCA'). name of Licensee is a member of AFCA. AFCA can be contacted on:
Post: GPO Box 3, Melbourne, Victoria, 3001
Email: info@afca.org.au
Phone: 1800 931 678
• Where we need more time (for example due to complexity or difficulties investigating your complaint), we will write to you to let you know that we need more time, the reasons why and that you have the right to refer the matter to the AFCA is you are dissatisfied.
Advice | Investment | SMSF | Super | Insurance
Heppingstone Financial Services Pty Ltd is a Corporate Authorised Representative of Melbourne Advisory & Partners Pty Ltd (AFSL 472170)