Financial Adviser · MOUNT GAMBIER, SA

Paul Halligan

MOUNT GAMBIER, SA

38 Years experience

Tax advice
authorised

ASIC Registered · ADV 001241206

Licensee

Dunbar House Financial Services

Lake Wendouree, VIC (licence address on ASIC register)

View licensee

About Paul Halligan

Paul Halligan is a financial adviser based in Mount Gambier, South Australia, with 38 years of experience in the financial services industry since 1988. Paul is currently authorised under Dunbar House Financial Services. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Certified Financial Planner from Financial Planning Association Of Australia. Paul is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioner's Board of Australia.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1996

Certified Financial Planner

Financial Planning Association Of Australia

1996

Diploma Of Financial Planning

Financial Planning Association

2002

Diploma Of Superannuation Management

ASFA

2017

Accredited Aged Care Professional

Aged Care Steps

2017

Self Managed Superannuation Funds

Kaplan Professional Education

Registration History

Dunbar House Financial Services Pty Ltd

Dec 2018 - Present Current

SECURITOR FINANCIAL GROUP PTY LIMITED

Jun 2018 - Oct 2018 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Apr 2016 - Jun 2018 Ceased

Shadforth Financial Group Limited

Apr 2010 - Jun 2014 Ceased

WALMSLEY HALLIGAN & CO. PTY LTD

Jan 2004 - Apr 2010 Ceased

Source: ASIC Financial Advisers Register