Financial Adviser · LABRADOR, QLD

Roy John Hall

LABRADOR, QLD
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000254281
Currently at
Bundall, QLD (firm address)

Roy John Hall is a financial adviser based in Labrador, Queensland, with 23 years of experience in the financial services industry since 2003. Roy is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Roy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roy's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Roy is a member of Financial Advice Association of Australia (FAAA) and MDRT - The Premier Association of Financial Professionals.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2011
Diploma of Financial Services (Finance/Mortgage Broking Management)
National Finance Institute
2017
Self Managed Superannuation Funds Course
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Sep 2022 - Present Current
A.C.N. 133 593 012 PTY LTD
May 2013 - Sep 2022 Ceased
GUARDIANFP PTY LIMITED
Oct 2008 - May 2013 Ceased

Source: ASIC Financial Advisers Register