Peter Heading

Peter is the Director and owner of Heading Forward Financial Planning and also a Director and shareholder of our company (InvestPlan) that holds our Australian Financial Services Licence.

If Justin is sick or on leave, Peter is available to talk and meet with clients if required. We also refer clients where another adviser may have a particular skill or specialises in a certain area.

Qualifications

  • Certified Financial PlannerĀ®
  • Master of Financial Planning
  • Certificate IV in Business (Frontline Management)
  • Certificate IV in Financial Services (General Insurance)
  • Certificate IV in Workplace Training and Assessment
  • Affiliate ship of Life Insurance

Advice Services

  • Pre-Retirement Advice
  • Retirement Planning
  • Centrelink Assistance