Now Operating from Oracle Advisory Group ERina
Your Adviser - Renée Heaney JP
Dip Fin Advising (FINSIA), DFS (Financial Planning & Mortgage Broking)
Hi, I'm Renée, I live on the beautiful Central Coast of NSW with my husband and three children. I take pride in providing old fashion service and care for my clients.
I began studying finance, at FINSIA Sydney whilst working in the Stockbroking world of derivatives, in 1998, after a career as a professional photographer.
I moved to the Central Coast and continued studies in Financial Planning whilst working under the AMP banner of planners.
Specialising in risk management, I completed my Certified Financial Planner course in elite planning studies and have continued to complete value add accreditations along the way.
I am also an Accredited Mortgage Consultant which completes my service offering.
Working in my own Company from 2008 to 2020, I am now working from the office of Oracle Advisory Group in Erina.
I enjoy helping make finance more understandable for my clients, it can be so daunting and confusing with changing regulations, industry jargon and BBQ advice.
I'm here to make it make sense!
Renée Heaney is an Authorised Representative of
Oracle Advisory Group.
AFS License #430574