Peter Hallen – Financial Adviser

Adviser identifying number: 1002088
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: SKYBRIDGE PORTFOLIOS PTY LTD
Licence number: 407092
Licensee’s ABN: 47149093069
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SKYBRIDGE PORTFOLIOS PTY LTD
Authorised Representative identifying number: 407092
Authorised Representative’s ABN: 47149093069

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 – Kaplan
  • Diploma of Financial Services – Tribeca
  • Margin Lending and Geared Investment – Kaplan
  • Masters of Commerce – UNSW
  • SMSF Certification – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Peter Hallen is authorised to provide advices on following products:

  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility