Financial Adviser · MELBOURNE, VIC

Pierce Hanlen

MELBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001265758

Currently at

Hewison & Associates

Melbourne, VIC (firm address)

View firm profile

Pierce Hanlen is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Pierce is currently authorised under Hewison & Associates, operating through Hewison & Associates. Pierce holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Pierce's qualifications include a CFPCertification Program from Financial Planning Association of Australia. Pierce is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2015

Bachelor of Commerce (Accounting and Financial Planning)

Deakin University

2019

CFPCertification Program

Financial Planning Association of Australia

2022

SMSF Specialist Advisor (SSA) Program

SMSF Association

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Hewison & Associates Pty. Ltd.

Jul 2018 - Present Current

Source: ASIC Financial Advisers Register