Financial Adviser · BELROSE, NSW

Guy Halpin

BELROSE, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000291061

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Guy Halpin is a financial adviser based in Belrose, New South Wales, with 17 years of experience in the financial services industry since 2009. Guy is currently authorised under Akumin Financial Planning. Guy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Guy's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce (Marketing)

Macquarie University

2008

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2012

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2016

SuperConcepts Specialist SMSF Course

University of Adelaide

2018

Certificate IV in Finance and Mortgage Broking

International Institute of Technology Pty Ltd (IIT)

2020

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2026

Accredited Aged Care Professional

Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited

Jun 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GWM ADVISER SERVICES PTY LTD

Feb 2009 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register