Roy Hall
Financial Adviser
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About
Roy Hall is an ASIC-registered financial adviser based in Labrador, QLD, committed to providing tailored financial solutions to help clients achieve their financial goals. With a strong educational foundation including a Diploma of Financial Services (Financial Planning) from Tribeca Learning (2007), a Diploma of Financial Services (Finance/Mortgage Broking Management) from the National Finance Institute (2011), a Self Managed Superannuation Funds Course from Kaplan Professional (2017), and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2023), Roy possesses the knowledge and experience to guide you through complex financial decisions. Roy is a member of the Financial Advice Association of Australia (FAAA) and MDRT - The Premier Association of Financial Professionals, reflecting his dedication to upholding the highest standards of ethical practice and professional excellence. Roy is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies • SMSF advice Whether you are planning for retirement, seeking to protect your family's future, or aiming to grow your wealth, Roy can provide the expert guidance you need. Contact Roy today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Roy Hall offer?
Roy Hall specialises in superannuation advice, retirement planning, insurance solutions, and investment strategies. He can help you with everything from setting up your superannuation to creating a comprehensive retirement plan.
What are Roy Hall's qualifications and experience?
Roy Hall holds a Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Finance/Mortgage Broking Management), a Self Managed Superannuation Funds Course, and a Graduate Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA) and MDRT - The Premier Association of Financial Professionals.
How does Roy Hall approach financial planning?
Roy takes a client-centered approach, focusing on understanding your unique financial situation, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives.
What can I expect during my first meeting with Roy Hall?
During your initial consultation, Roy will discuss your current financial situation, your goals, and your concerns. He will explain his services and how he can help you achieve your financial objectives. This is also an opportunity for you to ask any questions you may have.
Does Roy Hall provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Roy Hall is qualified to provide advice on Self-Managed Superannuation Funds (SMSFs). He can assist with setting up an SMSF, managing its investments, and ensuring compliance with relevant regulations.
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