Management Team

Heino Eric Ling

Chief Compliance Officer
FCPA, CPA (FPS), MBA, CFS, AFP, AFA, QPIA, BA, FFin, AFAIM, Dip FS (FP), Adv Dip FS (FP), Dip FMBM, MFAA Approved Credit Adviser, JP

With over 42 years of financial services industry experience, Heino possesses a depth of experience and knowledge across a broad spectrum of related competencies and has extensive academic achievements.

Heino has held senior executive positions in life offices, banks, superannuation and national financial planning organisations and with Responsible Entities involved in property related managed investment schemes and he has acted as a trustee of a public offer superannuation fund.

In those roles, Heino has developed multi manager investment products, superannuation master funds, wrap accounts and property related and financial structures within managed investment schemes.

Heino is a subject matter expert in financial planning and compliance and since 2006 has authored the chapter on Compliance and Best Practice in the annually published authoritative text, CCH Australian Master Financial Planning Guide.

Heino is currently on the Higher Education Curriculum Committee for the Bachelor of Finance (Financial Planning) degree at the NSW TAFE and has also been a member of the Financial Planning Association’s Professional Standards Committee.

OUR TEAM