Wellinvest Financial Services, Sydney-based leading financial planner firm names their Financial advisor, Guy Halpin as company’s authorized representative.
Spokesperson from the company said, “We are extremely pleased to announce our expert financial advisor Guy Haplin as our authorized representative.”
Wellinvest Financial Services, Sydney-based leading financial planner firm names their Financial advisor, Guy Halpin as company’s authorized representative.
Spokesperson from the company said, “We are extremely pleased to announce our expert financial advisor Guy Haplin as our authorized representative.”
When asked to share more details about the representative the spokesperson said, “After attaining Commerce Marketing degree he took up Financial Markets course and worked as trading tutor teaching clients about different aspects of financial markets through seminars, newsletters and articles that came on big portals such as Yahoo Finance and Your Trading Edge mag.
He later completed Diploma in Financial Services and Certificate IV in Training and Assessment. Later he took a course in Advanced Diploma of Financial Services (Financial Planning) and completed and he has graduated from the MLC Scholarship program. He is our company’s soon-to-become Certified Financial Planner, a global certification and the highest attainable regard in the industry. He is also a member of the FPA. We are very much excited that we have named a competent representative for Wellinvest Financial Services and hope his services will be used by our clientele.”
When asked about their team of financial planners Sydney, he said, “Our company was one of the oldest in Sydney and although it had a humble beginning we are now a big team of financial advisors, Sydney can look up to, offering financial planning and total financial solution in the field of self managed super funds, retirement planning, property investment strategies, tax solutions, financial advice, debt reduction strategies and estate planning strategies, etc. You can reach us by an email or through contact form available at our website http://www.financial-planner.org.au/.”
With nearly 35 years of experience Wellinvest Financial Services has industry leading financial planners and consultants offering services to individuals and small businesses based in Sydney. Regardless of the stage of your life, income, financial dreams or circumstances, the financial advisors will custom design financial solution for you. You can learn about our services at http://www.financial-planner.org.au/ and to know more about our financial planning services please check our main site http://www.financial-planner.org.au/