Adam Halbert
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002709
- Location
- Sydney NSW 2000
- Licensee
- Macquarie Bank Limited (AFSL 237502); Macquarie Equities Limited (AFSL 237504)
- Authorised since
- 30 October 2019
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Markets, Kaplan Higher Education Pty Limited (2006); Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice), Financial Education Professionals Pty Ltd (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Advice areas
- securities, deposit and payment products, government debentures, stocks and bonds
- Register status
- Current
About Adam Halbert
On the Financial Advisers Register kept by ASIC, Adam Halbert appears as a current financial adviser in Sydney, New South Wales, adviser number 001002709.
Advice is given under the Australian financial services licence of Macquarie Bank Limited, licence number 237502. The register also lists Macquarie Equities Limited (licence 237504). The current authorisation started on 30 October 2019.
The register records 2011 as the year Adam first provided financial advice. The qualifications listed for Adam include Diploma of Financial Markets (Kaplan Higher Education Pty Limited, 2006), Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) (Financial Education Professionals Pty Ltd, 2014) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2019).
Adam is authorised to advise on securities, deposit and payment products and government debentures, stocks and bonds.
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Questions people ask
Is Adam Halbert a registered financial adviser?
Yes. Adam Halbert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002709.
Which licensee does Adam Halbert work under?
Macquarie Bank Limited, Australian financial services licence 237502 and Macquarie Equities Limited, Australian financial services licence 237504.
What can Adam Halbert give advice on?
The register lists these advice areas: securities; deposit and payment products; government debentures, stocks and bonds.