Financial Adviser · GYMEA, NSW

Julian Trevor Halyard

GYMEA, NSW
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000335462
Currently at
Sydney, NSW (firm address)

About Julian Trevor Halyard

Julian Trevor Halyard is a financial adviser based in Gymea, New South Wales, with 17 years of experience in the financial services industry since 2009. Julian is currently authorised under GPS Wealth, operating through The Broker's Broker. Julian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julian's qualifications include a RG146 from KAPLAN Education. Julian is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2009
RG146
KAPLAN Education
2011
Margin Lending
Kaplan Professional Education

Registration History

Oct 2017 - Present Current
May 2012 - Oct 2017 Ceased
May 2009 - May 2012 Ceased

Source: ASIC Financial Advisers Register