Roy John Hall
Financial Adviser in Helensvale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000254281
- Location
- Helensvale QLD 4212
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 30 September 2022
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (2007); Diploma of Financial Services (Finance/Mortgage Broking Management), National Finance Institute (2011); Self Managed Superannuation Funds Course, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); MDRT - The Premier Association of Financial Professionals
- Advice areas
- superannuation, 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 Roy John Hall
Roy John Hall is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Helensvale, Queensland (adviser number 000254281).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 30 September 2022.
The register records 2003 as the year Roy first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2007), Diploma of Financial Services (Finance/Mortgage Broking Management) (National Finance Institute, 2011) and Self Managed Superannuation Funds Course (Kaplan Professional, 2017). Roy is recorded as a member of Financial Advice Association of Australia (FAAA) and MDRT – The Premier Association of Financial Professionals.
Roy is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Roy John Hall a registered financial adviser?
Yes. Roy John Hall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000254281.
Which licensee does Roy John Hall work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Roy John Hall give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.