Data sourced from ASIC Financial Advisers Register
Financial Adviser · GUNNEDAH, NSW

Rhys Dylan Higgins

20 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000436262

Rhys Dylan Higgins is a financial adviser based in Gunnedah, New South Wales, with 20 years of experience in the financial services industry. Rhys is currently authorised under Charter Financial Planning Limited. Rhys holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2008
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2020
GSBS6516 Ethics in Financial Services
Ethics - University of Newcastle
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Mar 2013 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aware Financial Services Australia Limited
Jan 2011 - Jan 2013 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Jan 2009 - Jan 2011 Ceased
Professional Investment Services Pty Ltd
Oct 2006 - Oct 2009 Ceased
MFR FINANCIAL PLANNERS AUSTRALIA PTY LTD
Apr 2004 - Sep 2006 Ceased

Source: ASIC Financial Advisers Register