Financial Adviser · CLAYTON, VIC

Isaac Ghaly

8 Years experience

Tax advice
authorised

Currently at

Toowong, QLD

View firm profile

ASIC Registered · ADV 001271061

Isaac Ghaly is a financial adviser based in Clayton, Victoria, with 8 years of experience in the financial services industry. Isaac is currently authorised under Beryllium Advisers Pty Ltd. Isaac 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 Bachelor of Commerce from University of Melbourne. Isaac 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

Restrictions: Superannaution excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Commerce

University of Melbourne

2018

Diploma of Financial Planning

Monarch Institute

2024

Graduate Diploma of Financial Planning

Kaplan

Registration History

Beryllium Advisers Pty Ltd

Jan 2025 - Present Current

Superannaution excludes SMSF

Interprac Financial Planning Pty Ltd

Jan 2024 - Dec 2024 Ceased

Intergenerational Wealth Group Pty Ltd

Sep 2023 - Nov 2023 Ceased

Unisuper Management Pty. Ltd.

Apr 2022 - Sep 2023 Ceased

Fourthree Pty Ltd

Jun 2021 - Apr 2022 Ceased

Fourthree Pty Ltd

Sep 2019 - Jun 2021 Ceased

Financial Wisdom Limited

Dec 2018 - Sep 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register