Tahlea Forbes

Financial Adviser

ASIC adviser number:
001293599
Qualifications and training:

2014, Diploma of Financial Planning, Diploma (AQF 5), Kaplan Education Pty Limited
2020, BP314 Bachelor of Business (Financial Planning), Bachelor Degree (AQF 7), Royal Melbourne Institute of Technology
2021, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education
2022, Accredited Aged Care Professional, Certificate (AQF 1-4), Aged Care Steps (ACS) Pty Ltd
2025, SMSF Regulations and Taxation, Certificate (AQF 1-4), Kaplan Higher Education Pty Ltd

When adviser first provided advice:
2022
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Level 6, 101 Pirie St
Adelaide  SA  5000
AFS licence holder name:
Halpin Wealth Partners Pty Ltd
AFS licence number:
000517210
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».