Financial Adviser · GEELONG WEST, VIC

Rhys Hultgren

GEELONG WEST, VIC

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001269590

Licensee

Akumin Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Rhys Hultgren

Rhys Hultgren is a financial adviser based in Geelong West, Victoria, with 9 years of experience in the financial services industry since 2017. Rhys is currently authorised under Akumin Financial Planning. Rhys holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rhys's 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