Peter has worked in a range of financial services roles for several market leading organisations for over 25 years. Since becoming a financial planner in 2007, Peter has striven to ensure his down-to-earth and plain English approach to clients is matched with the highest level of technical capabilities. Peter was one of the first in Australia to obtain a Masters in Financial Planning and has since achieved Certified Financial Planner® status.
We are all busy people and time poor these days, however Peter will help you through the many financial obstacles life presents. By using his experience and knowledge in super, investments, tax planning, and social security, Peter will make things seem simple and achievable. Peter will also help make sure you’ve considered and covered the “what if’s” in life, such as an unexpected illness, injury, or even death. After all, what would happen to your lifestyle or that of your family if one of these “what if’s” happened to you?
Peter gets most of his compliments from his ability to take complicated and technical concepts and make them sound understandable. It is this philosophy that lead to Peter setting up his own financial planning business to ensure this same consistent approach would be provided to each and every client.
Certified Financial Planner®
Master of Financial Planning
Certificate IV in Business (Frontline Management)
Certificate IV in Financial Services (General Insurance)
Certificate IV in Workplace Training and Assessment
Affiliateship of Life Insurance
Phone: 08 8294 3515
Mobile: 0478 541 254
WHO WE ARE
The people behind Heading Forward Financial Planning
Director and Senior Financial Planner
Director and Administration Manager
Bridget has 20 years of experience working in the areas of office administration and project management and takes care of much of the behind the scenes operations to ensure clients needs are met effectively and efficiently. Bridget has a strong client relationship focus attained through her employment and studies in psychology and counselling.
Whether it be booking your appointment or following up to ensure the prompt completion of any paperwork, you’ll find Bridget’s friendly and professional manner a pleasure to deal with.
Bachelor of Arts (Psychology and Biology)
Graduate Diploma in Social Sciences (Rehabilitation Counselling)
Phone: 08 8294 3515
Heading Forward Financial Planning is a family-owned, boutique financial planning practice covering metropolitan and regional areas around Adelaide. After many years working as a financial planner within a large financial services organisation, Director and Senior Financial Planner, Peter Heading, started Heading Forward Financial Planning to ensure his down-to-earth, personalised service moniker his clients had come to love, would be there to provide the type of financial advice many everyday Australians have been looking for but weren’t sure where to get it from.
With a focus on quality, not quantity, and ongoing service tailored to the needs and wants of each client, rather than a “one size fits all” approach, Heading Forward Financial Planning is there to provide you with the strategies and peace of mind to enable you to feel confident about your financial situation. With the sole aim of providing high quality financial advice for its clients, we’re sure you too will agree that Heading Forward Financial Planning is the right direction for your financial future!