Nicholas Heard
CEO & Strategic Wealth Manager

  • Dip Fin M
  • DipFP, CFP

Nicholas has been working in the financial services industry since 1997 and is passionate about all things related to banking and finance. He is highly qualified, having completed a Diploma of Financial Planning and Certificate of Insurance through the Australian and New Zealand Institute of Insurance and Finance (ANZIIF).

Specialising in the areas of retirement planning, superannuation, wealth creation and personal risk insurance, Nicholas provides tailor made solutions to cater to the needs of each individual client. He will work with you to understand your personal needs and priorities in order to establish financial plans suited to your unique requirements.

When he's not helping clients reach their financial goals, you'll find Nicholas playing tennis, golf and getting involved with his children's sporting activities.

Contact Nicholas Heard
(08) 7070 1605

 Nicholas LinkedIn

Matthew Kerrish
Financial Adviser

  • Grad Dip Fin Planning
  • Fellow of Finsia
  • Member of FPA

With over 30 years of experience in the financial services industry, Matthew applies his wealth of professional knowledge to help clients achieve their financial goals and plan for the retirement they deserve.

Matthew specialises in offering concentrated investment advice and wealth creation strategies that his clients will continue to benefit from in the long term. He focuses on investment research, superannuation, SMSF, margin lending and gearing, Centrelink, estate planning and aged care requirements to help clients understand and execute personalised financial strategies.

Matthew's dedication to reaching goals extends into his spare time, where he trains for and competes in long distance Ironman triathlons, enjoying the sense of achievement that comes from completing each race.

Contact Matthew Kerrish
(08) 7070 1609

 Matthew LinkedIn

Carolyn Patrick
Business Manager

  • CFP

Carolyn has worked in financial planning for over 20 years, specialising in Paraplanning, Compliance and Client Services. Carolyn is a Certified Financial Planner (CFP) and provides extensive and varied knowledge across every facet of the business.

With her experience and understanding of the industry, Carolyn manages the day to day running of the business as well as providing strategic assistance to staff.

Carolyn's aim for the business is to deliver exceptional services to our clients through staff development and established processes.

Carolyn is involved in supporting several charities and brings community spirit and drive into the business, actively involving Heard Financial in supporting various events.

Contact Carolyn Patrick
(08) 7070 1601

Alice Morrissey
Strategic Risk Manager

Alice has worked in the financial services industry for over 30 years, gaining experience in multiple areas including retail sales, wholesale and group insurance, underwriting, claims handling and strategic planning, always with a passionate focus on customer service. Her vast range of knowledge allows her to provide personalised expertise to help clients safeguard against the unexpected.

Alice makes it her duty to ensure clients receive personalised and immediate service during the claims handling process, providing professional understanding and expert advice during this difficult time.

With a love for the great outdoors, Alice spends her spare time hiking, camping and four-wheel driving. When she's not embracing nature, she'll be cooking up a feast for her loved ones at home.

Contact Alice Morrissey
(08) 7070 1604

Claire Bahr
Client Service Manager

  • B.Mgt (Marketing)

Claire has been involved in the financial services industry for over 15 years, gaining experience in varied roles within marketing, product research and administration. With a Bachelor of Management and experience within personal risk and general financial support, Claire is very customer centric and has a skillset that benefits many aspects of the business.

Her exceptional organisational and people skills make her a valuable asset to the company and her attention to detail is evident in every aspect of her work.

Married with two children, you'll find Claire spending her spare time relaxing with family and friends around Adelaide.

Contact Claire Bahr
(08) 7070 1608

Ben Ayris
Associate Adviser

  • Dip FS (FP)

Ben has over 10 years of experience in the financial services industry and has worked in varied roles such as equity trading, business transitions and paraplanning.

Client service and technical expertise are Ben's strengths and he is only too happy to assist in working towards your goals.  Ben compiles technical, personalised Statements of Advice for clients detailing their tailored strategies and providing guidance on what is required for clients to meet their goals and objectives.

Ben has completed his Diploma of Financial Planning and is currently working towards completion of his Masters of Financial Planning.

In his spare time, Ben enjoys keeping fit and visiting one of the many cafes and bars in Adelaide's lively food scene.

Contact Ben Ayris
(08) 7070 1606

Chantelle Leslie
Client Service Officer

At Heard Financial, Chantelle assists both Nicholas and Matthew in investment client management. Chantelle brings a genuine interest to each and every client and assists by implementing their strategies.

Chantelle will be commencing a Diploma of Financial Planning this year to further her knowledge of the Financial Services industry. She has a keen attitude toward offering the best customer service to our clients.

In her spare time, Chantelle enjoys playing netball with her friends and spending time with family.

Contact Chantelle Leslie
(08) 7070 1607

Our Financial Plans are living documents, regularly monitored, reviewed and updated through your various life stages.

93 Frome St, Adelaide SA 5000
08 7070 1600
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