Financial Adviser
· ADELAIDE, SA
Tahlea Helen Forbes
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001293599
Tahlea Helen Forbes is a financial adviser based in Adelaide, South Australia, with 4 years of experience in the financial services industry. Tahlea is currently authorised under Halpin Wealth Partners Pty Ltd. Tahlea 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 BP314 Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology. Tahlea is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Kaplan Education Pty Limited
2020
BP314 Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Accredited Aged Care Professional
Aged Care Steps (ACS) Pty Ltd
2025
SMSF Regulations and Taxation
Kaplan Higher Education Pty Ltd
Registration History
Excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register