Halina Louise Roach
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003727
- Location
- Melbourne VIC 3004
- Licensee
- Truwealth Group Pty Ltd (AFSL 499444)
- Authorised since
- 1 June 2026
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Banking and Finance), Monash University (1997); Certified Financial Planner, Financial Planning Association of Australia (2001); Graduate Diploma of Financial Planning (Historical SIA/FINSIA), Kaplan Higher Education Pty Limited (2002); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Halina Louise Roach
Halina Louise Roach is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001003727).
The licensee Halina advises under is Truwealth Group Pty Ltd (AFS licence 499444). That authorisation dates from 1 June 2026.
According to the register, Halina first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business (Banking and Finance) (Monash University, 1997), Certified Financial Planner (Financial Planning Association of Australia, 2001) and Graduate Diploma of Financial Planning (Historical SIA/FINSIA) (Kaplan Higher Education Pty Limited, 2002). Halina is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Halina Louise Roach a registered financial adviser?
Yes. Halina Louise Roach is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003727.
Which licensee does Halina Louise Roach work under?
Truwealth Group Pty Ltd, Australian financial services licence 499444.
What can Halina Louise Roach 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.