Barry Ian Halpern – Financial Adviser

Adviser identifying number: 237707
Status: Current
Adviser’s ABN: 58182080207
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/03/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) – Deakin Financial Services Pty Ltd
  • Diploma of Financial Services (Financial Planning) – Deakin Financial Services Pty Ltd

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Barry Ian Halpern is authorised to provide advices on following products:

  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Superannuation