Financial Adviser
· MELBOURNE, VIC
Halina Louise Roach
No disciplinary history on record with ASIC
MELBOURNE,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003727
Halina Louise Roach is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Halina is currently authorised under Truwealth Group, operating through Your Family Cfo. Halina holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Halina's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Halina 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
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Business (Banking and Finance)
Monash University
2001
Certified Financial Planner
Financial Planning Association of Australia
2002
Graduate Diploma of Financial Planning (Historical SIA/FINSIA)
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register