OUR TEAM

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@heardfinancial.com.au

 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
mkerrish@heardfinancial.com.au

 Matthew LinkedIn

Bridget Lamphee
Financial Adviser and SMSF Specialist

  • Bachelor of Business Degree
  • Post Graduate Diploma in Applied Finance and Investment

Bridget has been working in the financial services industry for almost twenty years.  She focuses on providing targeted, independent and unconflicted financial advice. Bridget specialises in the area of self-managed superannuation funds (SMSF) offering strategic, investment and estate planning advice as well as insurance solutions. Her expertise has been recognised in a number of shining industry associations including a Fellow Member of FINSIA, an accredited Aged Care Professional from Aged Care Steps and has been a Specialist Advisor member with the SMSF Association since 2005.  She also holds a Bachelor of Business Degree from Uni SA and a Post Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, now FINSIA.

Bridget was thrilled to be recognised by her peers by being nominated as a finalist in three categories of the 2016 & 2017 Independent Financial Advisors (IFA) Excellence Awards:- Investment Advisor of the Year, SMSF Advisor of the Year and Holistic Financial Advisor of the Year. 

In Bridget's spare time she enjoys spending time with her friends and three children.

Contact Bridget Lamphee
(08) 7070 1603
blamphee@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

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
amorrissey@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 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
cleslie@heardfinancial.com.au

Nicole Yelland
Receptionist

From the moment you arrive at our premises, your experience begins with us, and our team is thrilled to have Nicole Yelland fronting our office. After 15 years away from Adelaide, living in cities such as Shanghai and Cincinnati, Nicole is extremely grateful to return home, valuing our sunshine and blue skies, and close proximity to family. Nicole has enjoyed taking the plunge into the world of Financial Planning, and is committed to further enhancing her skills in her second year with us. A fresh and vibrant asset to our team, Nicole thrives on the day to day interaction with our many and varied clients.

 

Contact Nicole Yelland
(08) 7070 1600
reception@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
08 7070 1600
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