WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
RH

Roy Hall

Financial Adviser

Hall Finance & Insurance Solutions
Labrador, QLD 4215

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

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.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Insurance solutions Investment strategies SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000238256

Verify on ASIC Register

Authorised Representative Number

000254281

Verify on MoneySmart Register

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.

Get in Touch

Contact Roy directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.