Data sourced from ASIC Financial Advisers Register
Financial Adviser · GEELONG WEST, VIC

Rhys Hultgren

9 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001269590

Rhys Hultgren is a financial adviser based in Geelong West, Victoria, with 9 years of experience in the financial services industry. Rhys is currently authorised under Akumin Financial Planning Pty 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 Bachelor of Business (Marketing) from Federation University Australia.

Authorised to Advise On

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

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

2017
Bachelor of Business (Marketing)
Federation University Australia
2017
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2017
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register