Financial Adviser
· BARANGAROO, NSW
Rafic Joseph Hallak
No disciplinary history on record with ASIC
BARANGAROO,
NSW
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006105
Rafic Joseph Hallak is a financial adviser based in Barangaroo, New South Wales, with 23 years of experience in the financial services industry since 2003. Rafic is currently authorised under Alliance Wealth, operating through Lloyds Private Wealth. Rafic holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rafic's qualifications include a Bachelor of Business (Accounting and Finance) from University of Technology Sydney. Rafic is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business (Accounting and Finance)
University of Technology Sydney
2005
Policy Statement 146 Knowledge Assessment (subject)
Integratec
2006
Self Managed Superannuation Funds
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education