Financial Adviser
· TRARALGON, VIC
Haydn Baulch
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000345068
Haydn Baulch is a financial adviser based in Traralgon, Victoria, with 29 years of experience in the financial services industry. Haydn is currently authorised under Lifespan Financial Planning Pty Ltd. Haydn 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 Certified Financial Planner from FPA. Haydn 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Certified Financial Planner
FPA
2010
Margin Lending and Geared Investments
Kaplan
2011
Self Managed Super Funds
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only.
ELDERS FINANCIAL PLANNING PTY LTD
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register