Joel Rex Halbert – Financial Adviser

Adviser identifying number: 1246319
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: NAVIN ASSET MANAGEMENT PTY LTD
Licence number: 436596
Licensee’s ABN: 13109882831
Licence controlled by: PEAK INVESTMENT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 08/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NAVIN ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 436596
Authorised Representative’s ABN: 13109882831

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:

• B COMMERCE (HONOURS) – UNIVERSITY OF SYDNEY
• CHARTERED ACCOUNTANT – INSTITUTE OF CHARTERED ACCOUNTANTS AUSTRALIA
• STATEMENT OF ATTAINMENT FINANCIAL PLANNING – KAPLAN
• STATEMENT OF ATTAINMENT SMSF & SUPERANNUATION – KAPLAN

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Joel Rex Halbert is authorised to provide advices on following products:

• Superannuation