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.

 

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. 

 

Jill joined Halpin Financial Services in early 2011 and has been working in the financial services industry since 2002. Her role is to streamline and formalise office processes, provide business reporting to the Principles and assist with growth of the business.

Toby joined the team at Halpin Financial Services in 2009. 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 complimentary value to the business.

Having worked previously in the administration team, Francie has worked her way through the business, strengthening her knowledge and skill set. She now provides support to the advisory team at Halpin Financial Services and is an integral part of the Para-planning team. She is responsible for preparing strategic advice documents and continues to provide exceptional customer service. Francie has extensive risk knowledge and coordinates the research, advice and implementation of personal insurances.

Francie holds a Bachelor of Commerce (Corporate Finance) and is studying to complete the Diploma of Financial Planning.

Joining Halpin Financial Services in mid 2011, John is the newest addition to the Halpin team. John is one of our friendly faces at reception, his responsiblities include following up client applications, ensuring that the investment and insurance application process runs smoothly and effectively. John assists the advisers and para-planning team with general client service and administrative tasks.