OUR TEAM

Nicholas Heard
CEO & Strategic Wealth Manager

  • Dip Fin M
  • DipFinPlan, 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@heardfinancial.com.au

 Nicholas LinkedIn

 

Frank Grosser
Senior Financial Adviser

  • CFP
  • DipFinPlan
  • FIPA

If you were looking to compose a recipe of the ingredients of a knowledgeable and experienced adviser, we think Frank is a complete package.

Glancing at his qualifications, the Accounting badge is noteworthy, and is a brilliant facilitator to fostering sound knowledge and relationships across the complete financial spectrum.

In his presence, it becomes very clear very quickly that Frank has listened to those who have impressed him, those who have mastered their craft or excelled in their field.  His pursuit of knowledge and excellence is admirable, and one of the many reasons we are thrilled to have him on board.

Contact Frank Grosser
(08) 7228 7001
fgrosser@heardfinancial.com.au

Daniel Wright
Financial Adviser

  • B.Bus
  • B.Arts (Int'l)
  • DipFinPlan

Growing up on a farm and watching his parents' budget and manage their finances on two pay checks a year was something that instilled a deep respect for conservative and conscious money management in Daniel Wright.

He has always been passionate about helping clients methodically prepare for the future, and enjoys seeing the long-term difference that informed, sensible decisions make, as opposed to stock picking or punting on the share market.

With the benefit of a wise mentor, and experience in every aspect of a financial planning firm, Daniel has sound guiding principles that influence his measured approach to financial planning.

Contact Daniel Wright
(08) 7228 7002
dwright@heardfinancial.com.au

Lin Carey
Associate Financial Adviser

  • B.Arts (Inter&Trans)
  • GradDipBusEcon
  • GradDipFinPlan

Lin is a financial planning professional with over 20 years experience in the Financial Services industry. Her experience ranges from retail banking to investment banking where she developed a strong interest in financial planning. She brings to the table solid technical skills and enjoys devising financial strategies and investment solutions for clients to help them achieve their life goals.

Lin's open, friendly and down to earth approach is central to her work style. She enjoys building strong relationships and has good communication skills. Her main aim is to take the stress out of client's financial lives and make the complex simple.

With a love of the great outdoors, Lin likes to spend her free time on the beach, exploring a beautiful bush trail or watching her three boys play sport and music.

Contact Lin Carey
(08) 7070 1606
lcarey@heardfinancial.com.au

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
carolyn@heardfinancial.com.au

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
claire@heardfinancial.com.au

Chantelle Leslie
Client Service Manager

At Heard Financial, Chantelle assists both Nicholas and Lin 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
cleslie@heardfinancial.com.au

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

93 Frome St, Adelaide SA 5000

65 Henley Beach Rd Mile End SA 5031
08 7070 1600
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