Alireza Valavi
Financial Adviser in Southport, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001243308
- Location
- Southport QLD 4215
- Licensee
- Halo Financial Services Pty Ltd (AFSL 504663)
- Authorised since
- 6 September 2024
- First provided advice
- 2016
- Qualifications
- Graduate Certificate in Accounting/Master of professional accounting, Central Queensland University (2008); Diploma of Financial Planning, Mentor (2016); Advanced Diploma of Financial Planning, Mentor Education (2018); Master of Financial Planning, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Alireza Valavi
Alireza Valavi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Southport, Queensland (adviser number 001243308).
Alireza provides advice as an authorised representative of Halo Financial Services Pty Ltd, which holds Australian financial services licence 504663. That authorisation dates from 6 September 2024.
The register records 2016 as the year Alireza first provided financial advice. Qualifications and training on file include Graduate Certificate in Accounting/Master of professional accounting (Central Queensland University, 2008), Diploma of Financial Planning (Mentor, 2016) and Advanced Diploma of Financial Planning (Mentor Education, 2018). Alireza is recorded as a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
Alireza is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alireza Valavi a registered financial adviser?
Yes. Alireza Valavi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001243308.
Which licensee does Alireza Valavi work under?
Halo Financial Services Pty Ltd, Australian financial services licence 504663.
What can Alireza Valavi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.