About Me

Heath is a Partner of Halpin Wealth 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.

Areas of Focus

  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Halpin Wealth Partners Pty Ltd
CERTIFIED FINANCIAL PLANNER®