Julian Halyard
Financial Adviser
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About
Julian Halyard is an ASIC-registered financial adviser based in Gymea, NSW, dedicated to helping Australians achieve their financial goals. With over a decade of experience in the financial services industry, Julian holds RG146 certification from Kaplan Education (2009) and a Margin Lending certification from Kaplan Professional Education (2011). His commitment to professionalism is further demonstrated through his membership with the Financial Advice Association of Australia (FAAA). Julian is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your unique needs. His expertise covers superannuation advice, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice and strategies • Comprehensive insurance solutions • Strategic wealth management • Tailored retirement planning • Investment advice and portfolio construction Whether you're planning for retirement, seeking to grow your wealth, or require expert advice on insurance and superannuation, Julian is here to guide you every step of the way. Contact Julian Halyard today for a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Julian Halyard offer?
Julian Halyard provides advice on a wide range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He tailors his advice to meet your specific needs and goals.
What qualifications and memberships does Julian Halyard have?
Julian holds RG146 certification from Kaplan Education (2009) and a Margin Lending certification from Kaplan Professional Education (2011). He is also a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to professional standards.
What can I expect during my first consultation with Julian?
During your initial consultation, Julian will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions tailored to your needs, ensuring you are fully informed and comfortable with the proposed plan.
How does Julian Halyard stay up-to-date with changes in the financial industry?
Julian is committed to ongoing professional development and regularly participates in industry training and seminars. This ensures he remains current with the latest regulations, strategies, and market trends, allowing him to provide you with the most relevant and effective advice.
What is the process for becoming a client of Julian Halyard?
The first step is to schedule an initial consultation. During this meeting, you'll discuss your financial goals and Julian will explain how he can help you achieve them. If you decide to proceed, he will develop a personalized financial plan and work with you to implement it.
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