Financial Adviser · BIRTINYA, QLD

Ethan Rory Halliday

BIRTINYA, QLD
3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001298703
Currently at
Birtinya, QLD (firm address)

About Ethan Rory Halliday

Ethan Rory Halliday is a financial adviser based in Birtinya, Queensland, with 3 years of experience in the financial services industry since 2023. Ethan is currently authorised under Baker Advice. Ethan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ethan's qualifications include a Bachelor of Commerce (Financial Planning) from University of the Sunshine Coast (USC).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2019
Business Law and Ethics BUS103
University of the Sunshine Coast (USC)
2020
Taxation Law and Practice ACC311
University of the Sunshine Coast (USC)
2021
Bachelor of Commerce (Financial Planning)
University of the Sunshine Coast (USC)
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Apr 2024 - Present Current
Aug 2022 - Apr 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register