Halpin Wealth
Halpin Wealth is one of the longest established financial planning practices in the South Australian market, providing quality financial advice since 1972. The business has been at the forefront of advice since the formation of our industry and has taken part in and contributed to its evolution significantly. Halpin originated in the Adelaide CBD, initially working with Adelaide based and also rural clients within the wider South Australian community. Since 2006, Halpin has pursued a strategy which has seen its footprint extend up the centre corridor of Australia, now having professional offices in the Darwin CBD and regularly servicing Alice Springs and the wider community of the Northern Territory. Our core goal is to provide strategic advice for clients that is appropriate to their life stage and aspirations. To do so we combine our skills and experience with the comprehensive range of financial services that are on offer today. Halpin has a strong vision for the future and a clear objective to remain at the forefront of our rapidly evolving industry and consolidate its position in the South Australian and Northern Territory communities. Halpin Wealth ABN 59 709 766 877 is an Authorised Representative of Halpin Wealth Partners Pty Ltd | ABN 72 633 241 068 | AFSL No.
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Verified contacts
33
available on Kipplo
LinkedIn employees
36
11 to 50 range
Open roles
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no listings
Distinct roles
22
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- KL
Kathryn Liebezeit
Certified Financial Planner Strategic Financial Planning, Wealth Management, and Smsfs · Finance & Accounting
EmailPhone - FE
Felicity Eardley
Business Systems Manager · General Business & Management
EmailPhone - JR
Jade Reeves
Client Services Officer · Other
EmailPhone - PS
Patrick Sutherland
Partner Financial Adviser · Finance & Accounting
EmailPhone - AB
Adam Botheras
Head of Advice and Paraplanning · Finance & Accounting
EmailPhone - BS
Benjamin Sutherland
Partner & Financial Advisor · Finance & Accounting
EmailPhone - BA
Brendan Atkins
Partner Senior Adviser · Finance & Accounting
EmailPhone - JK
Jordan Kitto
Partner & Senior Financial Adviser · Finance & Accounting
EmailPhone - HV
Heath Visser
Senior Adviser (Retirement) - Partner · Other
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Halpin Wealth
22 distinct titles indexed · top 10 shown.
- 5client services officer
- 4client service officer
- 4financial advisor
- 2financial adviser
- 1admin manager
- 1administrative assistant
- 1advice and compliance manager
- 1auditor
- 1business systems manager
- 1certified financial planner strategic financial planning, wealth management, and smsfs
- +12more titles
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