Rhys Dylan Higgins
Financial Adviser in Gunnedah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000436262
- Location
- Gunnedah NSW 2380
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 19 March 2013
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Financial Services (Financial Planning), Tribeca (2006); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2008); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); GSBS6516 Ethics in Financial Services, University of Newcastle (2020); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2022)
- 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 Rhys Dylan Higgins
Rhys Dylan Higgins is a financial adviser in Gunnedah, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000436262.
The licensee Rhys advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 19 March 2013.
According to the register, Rhys first provided financial advice in 2006. The qualifications listed for Rhys include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2008).
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.”
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Questions people ask
Is Rhys Dylan Higgins a registered financial adviser?
Yes. Rhys Dylan Higgins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000436262.
Which licensee does Rhys Dylan Higgins work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Rhys Dylan Higgins 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."