Have the confidence in your financial health
With over 50 years of combined experience, you can be confident that we work closely with you at all stages of your financial journey to grow and protect your wealth.
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With over 50 years of combined experience, you can be confident that we work closely with you at all stages of your financial journey to grow and protect your wealth.
At Heinz & Partners Financial Services, our mission is to provide a range of client focused financial services, which support our Clients with a proactive reliable service throughout their lifetime and beyond.
Michael Poulton- Financial Planner, Accountant & Director
David Walker – Accountant
Alison Fidler – Client Service Manager
Prue Allan – Para Planner
At Heinz & Partners Financial Services, we cater for all clients who want assistance with managing their financial affairs and investments – accumulators, pre-retirees and retirees.
We help you work through the changes in the mounting variety and complexity of financial products and service providers to find the products that best suit your individual situation.
Heinz & Partners Michael Poulton, is the authorised representative (239824) of TRG AFSL Pty Ltd ABN: 40 624 910 096 | AFSL 508008
We offer a suite of financial services which include;
Disclaimer: Information provided on this website is general in nature and does not constitute financial advice. Heinz & Partners Financial Services Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Heinz & Partners Financial Services Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.
Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner/adviser to take into your particular objectives, financial situation and needs. Heinz & Partners Financial Services Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, TRG AFSL Pty Ltd, its employees and authorised representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright or information provided on this website is owned by TRG AFSL Pty Ltd. You may not alter or modify this information in any way, including the removal of this copyright notice.
With two CPA qualified accountants having over 50 years of combined experience, you can be confident that we have the skills to optimise your tax position and business in general.
We offer a suite of financial services which include;
H & P Accounting Pty Ltd is a CPA Business
ABN: 69 169 352 078.
Liability limited by a scheme approved under Professional Standards Legislation
For all enquiries you can call us on (03) 5304 8200
or send an email via our contact form.
Ground Floor, 1220 Sturt Street, Ballarat Vic 3350
Phone: (03) 5304 8200
Fax: (03) 5304 8250
PO Box 80W, Ballarat West Vic 3350
Heinz & Partners Financial Services Pty Ltd
ABN 25 100 712 38
H & P Accounting Pty Ltd.
ABN: 69 169 352 078
This website holds information for
Australian Residents Only.
