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Nicholas Heard

Strategic Wealth Manager & CEO

Education and Accreditations

CFP® Certified Financial Planner

Graduate Diploma of Financial Planning

Certificate of Insurance

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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.

(08) 7070 1605  ||  nicholas@heardfinancial.com.au

Peter Bevan

General Manager

Education and Accreditations

MBA Master of Business Administration

GAICD Graduate Australian Institute of Company Directors

Advance Diploma of Financial Planning

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Why are you in the finance industry?

My upbringing instilled me with a great work ethic at a young age and to appreciate the value of a financial education. Most people have great money fears which are very real, so it is great to play a part to ease this anxiety.

What do you do outside of work?

As a strong advocate for well-being, outside of the office you find me at the gym, in the yoga studio, hiking in the hills or at the beach to recharge my batteries.

What do you enjoy about working at Heard Financial?

We have a great internal culture where everyone is valued and has a voice, management is very open to change and all opinions are valued. I think it is the psychological safety of not being judged coupled with all the varying skills and opinions that when mixed together result in our successful team.

(08) 7070 1600 || pbevan@heardfinancial.com.au

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Daniel Wright

Financial Adviser

Education and Accreditations

FPA Associate Member

Bachelor of Business

Bachelor of International Studies

Diploma of Financial Planning

Why are you in the finance industry?

Growing up on a farm and watching my parents’ budget and manage their finances on two paychecks a year was something that instilled a deep respect for conservative and conscious money management in me.

What do you do outside of work?

I describe myself as a footy tragic and over the past few years developed a love for hockey. 

 

What do you enjoy about working at Heard Financial?

I have always been passionate about helping clients methodically prepare for the future and enjoy seeing the long-term difference that informed, sensible decisions make, as opposed to stock picking or punting on the share market. I love how the Heard Financial team strongly believes and actively pursues this mentality as well. 

(08) 7228 7002 ||  dwright@heardfinancial.com.au

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Jonathan Kermode

Senior Financial Adviser

Education and Accreditations

AFA Practitioner Member

Mechanical Engineering

Diploma Of Financial Planning

ASX Listed Products Specialist

Self-Managed Superannuation Specialist

Why are you in the finance industry?

Having been a Mechanical Engineer prior to becoming an Adviser in 1998 the main thing that attracted me to the Finance Industry and Financial Advising specifically was the people and relationship element, I feel there is no greater compliment in life and work than when someone places the trust in you to become the custodian of their finances and future financial prosperity.

What do you do outside of work?

On the Golf Course or spending time with my family. I also enjoy the water and a spot of fishing.

 

What do you enjoy about working at Heard Financial?

Heard Financial is a very client centric firm that looks to provide a very high level of support and advice to its clients. It has a great workplace culture and the team are all about helping our clients achieve their dreams.

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Paul Cetrangolo

Financial Adviser

Education and Accreditations

FPA Associate Member
Advanced Diploma Financial Services (Financial Planning)
Self-Managed Superannuation Specialist
Margin Lending And Geared Investments Accredited

Why are you in the finance industry?

I have always had a passion for numbers, figures and problem solving.  When I left school, I worked in a trustee company that had financial advisers and when working with them, I realised that I wanted to work with people to help them solve their financial problems.

I love helping people set goals, put strategies in place and then see the satisfaction on their faces when they achieve the desired outcomes.

 

I feel that there is not enough knowledge amongst people when it comes to personal financial strategies (superannuation, investments, cashflow management) and I enjoy educating clients in not only what we do but why we do things so that they can take some ownership of their financial futures and help educate others.

 

What do you do outside of work?

Sport is a massive part of my life.  I love watching and playing sport and spending time with my family.  I have been refereeing football (soccer) at all levels for 27 years.  I was previously on the international list of match officials, and I am involved in refereeing at A-League level.

Both myself and my wife enjoy watching and supporting our two sons play junior footy at Port Districts Football Club. On weekends, I love spending time with my kids as we go and watch footy or sit back and watch it on TV.  Thankfully, my sons support the same teams as I do in AFL, NRL and NFL.

 

What do you enjoy about working at Heard Financial?

The culture within the business is amazing and supportive. 

Across all levels of staff, we are all equal and the respect that we have for each other helps us work together to drive ourselves forward in the work we do for our clients.  All staff are committed to working together to help our clients and this strong work ethic helps us to ensure that we achieve our client’s goals and that we get strong satisfaction out of the work that we complete. We have the tools and support available to always assist our clients and this helps us to provide satisfaction.

(08) 7070 1601  ||  pcetrangolo@heardfinancial.com.au

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Troy Hampton

Financial Adviser

Education and Accreditations

FPA Associate Member

Masters of Applied Finance (Financial Planning)

Graduate Certificate in Finance

Why are you in the finance industry?

I was initially interested in saving money when I started my first job, I enjoyed seeing my bank balance grow over time and thought it would be good to help others do the same. I took an opportunity to complete a Tranieeship with a large bank completely changing my career direction. As a was exposed to more areas of finance through work I gained a strong interest in investments and advice and further undertook study to expand my skills in this area.

What do you do outside of work?

I watch a lot of US based sports including NBA, NFL and MMA. I love looking, talking and working on cars. Finally spending time with my fiancee.  

What do you enjoy about working at Heard Financial?

It is great to see how everyone at Heard Financial is client-focused with everything they do. HF has a great culture, everyone gets along and listens to each other’s ideas of how to approach a situation or improve. Having a background with big organisations sometimes the client focus gets lost. Everyone at HF has the client experience at the centre of what they do and when everyone is working toward a common goal it makes an extremely enjoyable workplace

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Craig Mellors

Financial Adviser

Education and Accreditations

Diploma In Financial Advising

Self-Managed Superannuation Funds Specialist

Margin Lending Geared Investments Accredited

Why are you in the finance industry?​

I enjoy helping people. Our clients work hard for their money and I believe their money should work hard for them, i enjoy working with my clients to show them how.

What do you do outside of work?

I like to be active and outdoors as much as possible i spend a lot of time  exercising and exploring nature.

What do you enjoy about working at Heard Financial?

The team has a great inclusive spirit with a progressive & modern approach to business and this really appeals to me.

(08) 7070 1606 ||  cmellors@heardfinancial.com.au

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Kristyn Nelson

Risk Manager / Paraplanner

Education and Accreditations

Graduate Diploma of Financial Planning

Graduate Certificate of Financial Planning

Diploma of Superannuation Management

Diploma of Financial Planning

Why are you in the finance industry?

My previous roles in the financial planning industry have included client services, paraplanning, compliance and business management. I love being able to help clients achieve their personal goals.

What do you do outside of work?

I am probably training for my next marathon or triathlon, I love being active. After growing up on the Eyre Peninsula, I love being close to the ocean, especially with family or friends. I love a good book when I have some downtime.

What do you enjoy about working at Heard Financial?

I love being a part of a great team of people who care about our clients and want to help them succeed.

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Mitchell Hinds

Associate Financial Adviser

Education and Accreditations

Graduate Diploma of Financial Planning 

Graduate Certificate in Finance 

Why are you in the finance industry?

I enjoy being challenged on a daily basis and being able to invest my time into a craft that can have a massive impact on people’s lives.

What do you do outside of work?

Living life outdoors and spending time with family and friends. Particularly any type of fishing our outdoor activity. 

 

What do you enjoy about working at Heard Financial?

Heard Financial provides the most welcoming environment which encourages comfort and confidence. All the staff work together and create a ‘teamwork’ like atmosphere which allows collaboration and learning opportunities.

(08) 7070 1603  ||  mhinds@heardfinancial.com.au

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Crystal Leckonby

Client Service Manager

Education and Accreditations

Double Degree of Bachelor of Business & Bachelor of Commerce (Financial Planning) (current)

Why are you in the finance industry?

I was very aware growing up of the impact that the lack of financial literacy and access to financial advice could have on individuals as well as entire communities and therefore I am passionate about being a part of significantly improving the lives of clients and their families through the implementation of good financial advice.

 

What do you do outside of work?

I spend a great deal of my time at the beach relaxing, swimming, and paddle boarding. I equally dedicate my time to my studies, finding the best coffee in Adelaide and catching up with family and friends. 

 

What do you enjoy about working at Heard Financial?

I love the positive and inclusive team culture. I am continually inspired and motivated by the team’s dedication to achieving the best outcomes for all our clients. 

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Georgia Wiseman

Client Service Manager

Education and Accreditations

Diploma of Financial Planning

Certificate 2 in Financial Services 

Why are you in the finance industry?

I moved from the country over to ‘the big city’ and got a job working at a financial planning company. I didn’t really know what to expect at first, but it turns out that I found my feet quite quickly and have been in the industry ever since. I find it challenging in a good way. The feeling of helping people with their finances is very rewarding. I have grown up with finances not always being at the forefront of conversations so this was all new to me. I had no idea this is where I would end up, but I am very happy that I have.

What do you do outside of work?

My biggest hobby is sport by far. Growing up I played netball, tennis, basketball, swimming, and anything else that came around. Since moving to Adelaide I have kept playing a little basketball but my favourite is netball. If I’m not playing sport I dare say I would be watching it.

Other than sport I enjoy getting in the kitchen and baking, I find it relaxing. I think delicious food can pick someone up from a bad day, celebrate someone or is for any occasion, it just makes people happy. 

What do you enjoy about working at Heard Financial?

Wonderful people to work with, they all have a great long-term view for their clients and high priority to keep their clients happy. They are on top of all things finance, and their knowledge is fantastic. I think moving forward I will enjoy this company very much.

(08) 7228 7003  ||  gwiseman@heardfinancial.com.au

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Emilia Centofanti

Client Service Manager

Education and Accreditations

Bachelor of Tourism & Event Management

Why are you in the finance industry?

I enjoy working in the finance industry as I am constantly learning important information that I can apply to my own finances and I love being able to help our clients as much as possible. 

What do you do outside of work?

My family and friends are a huge priority in my life so in my spare time I like to spend as much time as possible with them, sharing each other’s company, trying new food spots and going for walks.  

What do you enjoy about working at Heard Financial?

I really enjoy the culture at Heard Financial as I have felt supported and welcomed since joining the team.

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Jack Heard

Office Assistant

Education and Accreditations

Double Degree of Bachelor of Laws & Bachelor of Commerce (Accounting and Corporate Finance) (current)

Why are you in the finance industry?

I am curious and passionate about continuing to learn about wealth creation and management.

What do you do outside of work?

You can find me working at Foodland Norwood, studying at Adelaide Uni, or playing at Norwood Football Club.

What do you enjoy about working at Heard Financial?

Making a genuine impact on people’s financial wellbeing and providing a service that allows the security for clients to sleep well at night, knowing their finances are safe and sound.

(08) 7070 1600  ||  jheard@heardfinancial.com.au