Ross Hultgren
Financial Adviser in Geelong West, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248675
- Location
- Geelong West VIC 3218
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1988
- Qualifications
- Graduate Diploma of Financial Planning, 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 Ross Hultgren
Ross Hultgren is a financial adviser in Geelong West, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000248675.
The licensee Ross advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 1 January 2004.
According to the register, Ross first provided financial advice in 1988. The qualifications listed for Ross include Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2022).
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.
A further restriction is recorded on the register: “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 Ross Hultgren a registered financial adviser?
Yes. Ross Hultgren is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248675.
Which licensee does Ross Hultgren work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Ross Hultgren 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."