GUY HALPIN
Financial Adviser · Belrose, NSW
📚 Qualifications & Training
2008 - Bachelor of Commerce (Marketing) - Bachelor Degree (AQF 7) - Macquarie University
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2012 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2016 - SuperConcepts Specialist SMSF Course - Other - University of Adelaide
2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - International Institute of Technology Pty Ltd (IIT)
2020 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.