Haydn Baulch
Financial Adviser in Traralgon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000345068
- Location
- Traralgon VIC 3844
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 November 2021
- First provided advice
- 1997
- Qualifications
- Certified Financial Planner, FPA (2010); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Super Funds, Kaplan (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Haydn Baulch
Haydn Baulch is a financial adviser in Traralgon, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000345068.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 1 November 2021.
According to the register, Haydn first provided financial advice in 1997. Qualifications and training on file include Certified Financial Planner (FPA, 2010), Margin Lending and Geared Investments (Kaplan, 2010) and Self Managed Super Funds (Kaplan, 2011). Haydn 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Haydn Baulch a registered financial adviser?
Yes. Haydn Baulch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000345068.
Which licensee does Haydn Baulch work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Haydn Baulch 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.