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The Team
Who We Are
Nicholas Heard
Strategic Wealth Manager & CEO
Education and Accreditations
Graduate Diploma of Financial Planning
Certificate of Insurance
Certified Financial Planner (CFP)
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
Peter Bevan
General Manager
Education and Accreditations
MBA Master of Business Administration
GAICD Graduate Australian Institute of Company Directors
Advance Diploma of Financial Planning
Diploma of Financial Planning
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 1602
Mitchell Hinds
Client Service Manager
Education and Accreditations
Postgraduate Certificate in Finance
Postgraduate Diploma of Financial Planning (current)
(08) 7070 1603
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.
Troy Hampton
Associate Adviser
Education and Accreditations
Graduate Certificate in Finance
Masters of Finance (current)
Advisor Profile
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
(08) 7070 1609
thamptom@heardfinancial.com.au
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.
Georgia Wiseman
Client Service Manager
Education and Accreditations
Certificate 2 in Financial Services
Diploma of Financial Planning
Kristyn Nelson
Risk Manager / Paraplanner
Education and Accreditations
Diploma of Superannuation Management
Diploma of Financial Planning
Graduate Diploma of Financial Planning
Graduate Certificate of Financial Planning
(08) 7070 1604
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.
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
Daniel Wright
Financial Adviser
Education and Accreditations
Bachelor of Business
Bachelor of International Studies
Diploma of Financial Planning
(08) 7228 7002
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.
Jonathan Kermode
Financial Adviser
Education and Accreditations
Diploma of Financial Planning
(08) 7228 7002
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.
Why are you in the finance industry?
I have always enjoyed Customer Service, spending 10 years in a Bank leading a team of Customer Service professionals led me into a Team Leader/Supervisor role in a National Financial Planning firm where I spent 9 years working closely with Advisers and Product Providers to deliver fantastic outcomes for our clients especially in the field of Personal Insurance. I found my niche and now very happy to be utilising this experience at Heard!
What do you do outside of work?
Either at home relaxing or entertaining friends and weekends spent Trackside, nervously but excitedly watching my Son race his Go-Kart!
What do you enjoy about working at Heard Financial?
The team at Heard Financial have a strong focus on culture, we enjoy each other’s company and I love that we place an importance on spending time together ‘off the tools’ to bond as a team and as individuals.
