Heard Financial

Heard Financial is a financial advisory and planning practice based in Adelaide, South Australia. The firm was founded in 2013 by CEO Nick Heard and operates as Heard Financial Pty Ltd. The practice works with high net worth individuals, executives, and couples and families. It offers a free, no obligation initial consultation and provides a detailed Statement of Advice after client goals are determined.

The team includes Nicholas Heard (Strategic Wealth Manager & CEO), Luke Matthews (General Manager), Kristyn Nelson (Operations Manager), Paul Cetrangolo (Financial Adviser), Craig Mellors (Financial Adviser), Jessica Zhang (Financial Adviser), Danielle Vannini (Paraplanner), Louanna Keeble (Senior Client Service Manager), Shannen Goco (Executive and Marketing Assistant), Vynn Baculao (Administration Assistant), and Carla Arbelaez (Client Services Manager).

Superannuation consulting for annual reviews is the work described by a client of Heard Financial, a superannuation consultant based in Adelaide. The account notes that the annual review was thorough, with the process described as helpful and professional throughout.

Superannuation arrangements were the focus of the review, and the consultant's methodical attention to those arrangements is what the feedback highlights. The client records finding the service supportive and the conduct professional, with the annual review sitting at the centre of the engagement. A thorough annual review of superannuation remains the recurring point of the feedback.