Guy Halpin
Financial Adviser in Belrose, New South Wales, Australia
Review Guy Halpin
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000291061
- Location
- Belrose NSW 2085
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 29 June 2012
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce (Marketing), Macquarie University (2004); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2012); SuperConcepts Specialist SMSF Course, University of Adelaide (2016); Certificate IV in Finance and Mortgage Broking, International Institute of Technology Pty Ltd (IIT) (2018); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022); Accredited Aged Care Professional, Aged Care Steps (2026)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Guy Halpin
On the Financial Advisers Register kept by ASIC, Guy Halpin appears as a current financial adviser in Belrose, New South Wales, adviser number 000291061.
The licensee Guy advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 29 June 2012.
According to the register, Guy first provided financial advice in 2009. The qualifications listed for Guy include Bachelor of Commerce (Marketing) (Macquarie University, 2004), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Guy Halpin here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Guy Halpin a registered financial adviser?
Yes. Guy Halpin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291061.
Which licensee does Guy Halpin work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Guy Halpin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."