His Authorised Representative Number issued by ASIC is 304905. 

Brendan has been providing financial advice to clients since 1987 and is an active member of the Financial Planning Association. Brendan is based in Darwin and is a principal of Halpin Financial Services. He is authorised to and specialises in giving advice in Wealth Creation, Retirement Planning, Debt Management, Self  Managed Super Funds, Corporate Super, Personal and Business Insurance and Succession Planning.

 

Brendan's Authorised Representative number issued by ASIC is 239701.

 

 

Heath has over 20 years experience as a Financial Planner and has been a CFP® (Certified Financial Planner) since 1998. He has been a lecturer with the WEA of SA inc for over 14 years on the topic of Retirement Planning and Self Managed Superannuation. Heath is authorised to, and specialises in giving personal advice in these areas along with strategies involving wealth creation, debt management, corporate superannuation, business insurance, succession planning and direct share portfolios. Heath is the holder of a Diploma in Financial Planning along with Tribeca Self Managed Superannuation Funds and Kaplan ASX Direct Equities accreditation. He is a member of the Financial Planning Association of Australia.   

 

Heath Visser's Authorised Representative number issued by ASIC is 239856      

Dean Roberts has seven years in the financial services sector, with investment banking experience in the economic hubs of London, Hong Kong and Sydney. Dean started working for Genesys part time whilst studying at University and is an Authorised Representative of Genesys.

Dean Roberts holds a Bachelor of Commerce and Economics and the Diploma of Financial Service (Financial Planning). Dean is keen to continue improving his knowledge about the industry and is studying to complete the advanced Diploma of Financial Planning, Self Managed Super Funds and the ASX Accredited Listed Products Adviser Program.
 
Dean Robert's Authorised Representative Number issued by ASIC is 334395.

 

Bushra joined Halpin Financial Services in 2007 and has been working in the financial services industry for the last 4 years. Her role is to improve office efficiencies by bringing positive operational changes. She specialises in developing effective business systems to help the practice better serve its clients.  She is the financial controller and Human Resources Manager, reporting directly to the Principals. Bushra is studying to complete the Diploma of Financial Planning. 

 

 

 

 

 

Craig has been in the financial services industry for 10 years. He has also worked for investment banks in the UK for 5 years. He constructs effective portfolios and strategies to better meet client’s needs. Craig’s wealth of experience and technical knowledge is an asset to our practice.

Craig holds a Diploma of Financial Service (Financial Planning) and is studying to complete Advance Diploma of Financial Planning. Craig is an Authorised Representative of Genesys Wealth Advisers.
 
Craig Hill's Authorised Representative Number issued by ASIC is 334815. 

 

Toby has recently joined the team at Halpin Financial Services. He holds a Bachelor of Commerce, and a Dilpoma of Global Wealth Management. Toby works closely with advisers and other technical specialists to develop strategies and compliant advice documents in all areas of financial planning and insurance. His excellent customer service skills set him apart and add great complementary value to the business.

Maria joins Halpin Financial Services with extensive experience in the financial services industry and specialises in all insurance areas. Maria prepares advice documents, with a focus on risk insurance, and provides valuable support to the advisers. Maria also handles all insurance related queries and follows through with applications, liaising with both the insurers and clients.  

 

 

 

 

 

 

Amy started at Genesys as a Receptionist in 2007 and through her proven abilities has moved into the role of Assistant Paraplanner. She prepares files for appointments, lodges new business, attends to underwriting queries and provides valuable administrative support to the paraplanning team.  Amy is keen to pursue her career in the financial planning industry and is therefore studying to complete the Diploma of Financial Planning. 

 

 

 

 

 

Lisa's cheerful voice will greet you on the phone and she ensures your inquiries are dealth with promptly and efficiently. She also makes sure that staff are organised, informed, prepared and free to perform their duties effectively.

 

 

 

 

 

Louise assists Brendan in our Darwin office. Louise ensures the office is organised and assists clients with any administration related queries including lodgements, withdrawals, and booking adviser appointments.  Louise has extensive administration experience and pays great attention to detail.