RAFIC HALLAK
Financial Adviser · Barangaroo, NSW
📚 Qualifications & Training
1999 - Bachelor of Business (Accounting and Finance) - - University of Technology Sydney
2005 - Policy Statement 146 Knowledge Assessment (subject) - - Integratec
2006 - Self Managed Superannuation Funds - - Kaplan Professional Education
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.