RYAN JAMES HALLIDAY

Financial Adviser · Sydney, NSW

Registered

Registration Number

001301596

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2023

Registration Date

03/02/2023

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2025 - FPE011 Debt Strategies - Other - Kaplan Higher Education
2025 - FPE020 SMSF Regulation and Taxation - Other - Kaplan Higher Education

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.