Paul Halligan
Financial Adviser in Mount Gambier, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241206
- Location
- Mount Gambier SA 5290
- Licensee
- Dunbar House Financial Services Pty Ltd (AFSL 284901)
- Authorised since
- 20 December 2018
- First provided advice
- 1988
- Qualifications
- Certified Financial Planner, Financial Planning Association Of Australia (1996); Diploma Of Financial Planning, Financial Planning Association (1996); Diploma Of Superannuation Management, ASFA (2002); Accredited Aged Care Professional, Aged Care Steps (2017); Self Managed Superannuation Funds, Kaplan Professional Education (2017)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioner's Board of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Halligan
On the Financial Advisers Register kept by ASIC, Paul Halligan appears as a current financial adviser in Mount Gambier, South Australia, adviser number 001241206.
Paul provides advice as an authorised representative of Dunbar House Financial Services Pty Ltd, which holds Australian financial services licence 284901. That authorisation dates from 20 December 2018.
According to the register, Paul first provided financial advice in 1988. The qualifications listed for Paul include Certified Financial Planner (Financial Planning Association Of Australia, 1996), Diploma Of Financial Planning (Financial Planning Association, 1996) and Diploma Of Superannuation Management (ASFA, 2002). Paul is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioner’s Board of Australia.
Paul is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Paul Halligan a registered financial adviser?
Yes. Paul Halligan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241206.
Which licensee does Paul Halligan work under?
Dunbar House Financial Services Pty Ltd, Australian financial services licence 284901.
What can Paul Halligan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.