Nicholas Heard
Strategic Wealth Manager & CEO
Education and Accreditations
CFP® Certified Financial Planner
Graduate Diploma of Financial Planning
Certificate of Insurance
Why are you in the finance industry?
I started in the financial service industry in 1997 and have only grown more passionate about the industry since. I want to provide professional and individualised advice for clients because I am passionate about making sure people are financially secure in each stage of their lives.
What do you do outside of work?
I love sport. I am either playing tennis or golf, or watching the Crows, or my boys play for Norwood. When sport is not on I love spending time at the beach with my wife and children.
What do you enjoy about working at Heard Financial?
It has been a joy watching Heard Financial grow into a team of wonderful people who all feel as passionate as I do about delivering exceptional service to all of our clients.
Education and Accreditations
CFP® Certified Financial Planner
Graduate Diploma of Financial Planning
Certificate of Insurance
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Nicholas Heard