Guy Halpin

Financial Adviser

ASIC adviser number:
000291061
Qualifications and training:

2004, 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
2026, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:
2009
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
Suite 49, 14 Narabang Way
Belrose  NSW  2085
AFS licence holder name:
Akumin Financial Planning Pty Limited
AFS licence number:
000232706
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».