About

MBA, BEc

Michael is the Joint Managing Partner of Halpin Wealth and a Senior Adviser specialising in providing holistic advice to family business’, agribusiness and working professionals. Michael’s career in finance began in 1991 and he has been providing advice to clients since 2001. After fulfilling roles nationally and internationally, he returned to Adelaide to focus professionally on what he enjoys most. Michael now seeks to establish quality relationships with his clients, providing them with exceptional and practical financial advice to achieve better outcomes.

Michael has varied interests and roles within the community which include the development of several new businesses. Michael, his wife Alisa, together with their two sons, divide their spare time between Adelaide and the Barossa Valley. Most weekends you will find them in the Barossa Valley, where they roll up their sleeves to manage their wine business which includes the oldest Certified Organic Vineyard in the Barossa Valley. Michael is actively involved in the Barossa Valley wine community where he sits on the Barossa Australia Board.

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AFP, LRS, FChFP, DFP, GradDipFP

Michael is the Joint Managing Partner of Halpin Wealth. Along with the responsibilities of being a Managing Partner he provides holistic financial planning strategies to business and individual clients and enjoys working closely with accountants, bankers, lawyers, and other professionals to ensure that he is well positioned to provide sound advice.

Michael and his wife Tanya have four (very active) children who keep them very busy. In his spare time Michael can be seen in the Adelaide Hills riding his road or mountain bike to keep healthy.

Michael is the chair of the licensee investment committee and a Halpin Wealth Partners Pty Ltd licence Responsible Manager. He is also a member of the Principals’ Community Advisory Council, a leading community of self-licensed financial services businesses.

BBus, Grad. DipFP(FINSIA), FFin, SMSF Specialist Adviser (SAA)

Jane is a Partner at Halpin Wealth and also a Senior Financial Adviser. Jane has been working in the financial services industry since the mid-1980s. She has had extensive experience in Fixed Interest trading, Stockbroking and Private Banking. Jane has been a Financial Adviser since 2000 and enjoys giving holistic advice to her clients.

Jane specialises in advice relating to Self Managed Super Funds and Retirement Planning, but also advises on Estate Planning, Risk Insurance and Investments. Jane is accredited through the SMSF Association as a Specialist Self Managed Super Fund Adviser (SSA).

Outside of work, Jane is kept busy by her children Harriet and Edward and has a keen interest in the arts, food and travel.

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BEc, DipFP, CFP®

Sam is a Financial Adviser and Partner at Halpin Wealth. He has been providing personal advice to clients since 2005. Prior to joining the Halpin team, Sam worked for another Adelaide based financial services company that operated as a superannuation trustee and responsible entity. Sam identified a strong cultural fit for himself and his clients at Halpin Wealth and joined them in 2019.

Sam’s passion for financial planning extends beyond just providing advice. He is dedicated to the wellbeing of those he works with and believes in empowering his clients through education so they can make informed decisions about their financial future. His clients are all unique and range from retirees to wealth accumulators and business owners. These long-term relationships have all been built on his professionalism, strong technical knowledge, attention to detail, good listening skills and empathetic nature.

Sam has four very active children who keep him and his partner Kim extremely busy. Maintaining work/life balance is a juggling act and away from the office Sam enjoys staying fit by going to the gym, cycling and running. One of his achievements was completing the New York Marathon. He also enjoys a glass of red wine on the weekend with friends and is devoted supporter of the Geelong Cats.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Sam has achieved the following financial planning accreditations:

• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
• Kaplan – Ethics and Professionalism in Financial Advice;
• Bachelor of Economics (BEc);
• Diploma of Financial Planning (DipFP); and
• Certified Financial Planner ®.

Sam is a Member of the Financial Advice Association of Australia (FAAA).

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

CFP®, DipFP

Heath is a Partner of Halpin Wealth and a Senior Adviser specialising in Retirement Planning. He has been actively involved in the financial planning industry since commencing his career in 1987. Now with over 30 years’ experience in assisting and guiding clients through all forms of economic and legislative change, Heath has a vast wealth of experience which he draws upon to provide the right solution for his clients.

Heath has been a selected Tutor for the Workers Education Association of SA (The WEA) for over 20 years. His two courses “Providing Reliable Income in Retirement” and “Successful Self-Managed Superannuation” continue to be highly regarded by the WEA and attendees. The courses enable Heath to educate attendees on the key insights and strategies he has developed over the years.

Heath is a keen golfer and has been a member of the Grange Golf Club for over 35 years. His passion for the game has taken him to many parts of the world with family and friends.

Heath and his wife Kylie live in the Eastern Suburbs with their two children and their weekends are spent in the role of kids taxi, and relaxing when not required to do so!

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BAppFin, GradDipFinPlan

Jordan is a Financial Adviser at Halpin Wealth. He has been involved in the financial services profession since 2013. Prior to joining the Halpin team, Jordan worked for another Adelaide based financial services company where he was lead strategic adviser for SA Health Medical Professionals. Jordan is a subject matter expert within the life insurance sector and uses these skills to provide tailored protection strategies in addition to directly supporting clients in the event of a claim.

Jordan’s passed the FASEA Financial Adviser exam in June 2019 and his qualifications include a Bachelor of Applied Finance (Accounting) and a Graduate Diploma of Financial Planning. Jordan has a professional membership with the Financial Advice Association of Australia (FAAA) and performs Pro-Bono work for Cancer Council SA.

In his spare time, Jordan enjoys a variety of activities, including cycling to his favourite cafes, travelling South East to support farmers with land management, tending to his garden and learning how to use all the buttons on his 4WD.

Qualifications & Professional Memberships

• Graduate Diploma of Financial Planning (GradDipFinPlan);
• Bachelor of Applied Finance (Accounting) (BAppFin); and
• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam.

Jordan is a member of the Financial Advice Association of Australia (FAAA).

Lin is a Financial Adviser at Halpin Wealth. Lin has been employed in the Financial Planning Industry since 2001, and during this time, she has gained extensive experience in strategic financial planning and investment management.

Lin is passionate about the importance of all Australians having access to honest and transparent advice.  She enjoys working with clients who are contemplating making the transition from working life into retirement and understands the trepidation and anxiety that this period can bring.  She also enjoys working with young families who are starting out on the journey of building wealth for the future and are juggling the conflicting demands on cashflow.  Lin is a strong believer in starting the wealth journey as early as possible.  ‘Wealth, like a tree, grows from a seed.  The sooner you plan that seed, the sooner shall the tree grow.’ (George S Clason)

Lin is the proud mum of three active boys and spends most of her free time watching them play soccer or compete in kayaking and surf lifesaving.  She also enjoys bushwalking, getting away from the hustle and bustle of city life, and sharing a nice glass of shiraz with family and friends!

Expertise

Lin provides advice in the areas of:

• Retirement Planning
• Estate Planning
• Risk Insurance
• Self Managed Super Funds
• Debt Management
• Direct Equities and Managed Investments
• Wealth Creation

Qualifications & Professional Memberships

Lin has achieved the following financial planning accreditations:

• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
• Securities Institute of Australia – Graduate Diploma of Financial Planning; and
• National College of Economics, Brussels (Belgium) – Graduate Diploma of Business Economics.

Lin is a member of the Financial Advice Association of Australia (FAAA).

Jason is a Financial Adviser at Halpin Wealth and he has been providing personal advice to clients for over 30 years. Prior to joining the Halpin team, Jason was the lead adviser and owner of another Adelaide based financial services company, JM Wealth Group. Jason identified a strong cultural fit for himself and his clients at Halpin Wealth and joined them in March 2021.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Jason has achieved the following financial planning accreditations:

• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
• Kaplan – Ethics and Professionalism in Financial Advice;
• Bachelor of Economics (BEc);
• Diploma of Financial Planning (DipFP); and
• Certified Financial Planner ®.

Jason is a Member of the Financial Advice Association of Australia (FAAA).

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

AdvDipFP

Ben is a Financial Adviser with Halpin Wealth. He has been working in the financial planning industry since 2010, commencing his education and practical work place learning under his father David in their family business drawing on his 25 years of experience.

Seeking to broaden his experience and opportunities Ben joined the Halpin team in 2016 with his core focus to build strong working relationships with all of his clients to help them succeed in achieving their financial goals. Ben provides wealth protection & creation advice to families and wealth accumulators.

Ben is an avid sportsman. Hockey being his passion, he spends the majority of his spare time playing & umpiring in the South Australian Premier League competition. He also enjoys playing golf and is a diehard supporter of the North Melbourne Kangaroos FC.

MFinPlan

Patrick is a Financial Adviser with Halpin Wealth in the Adelaide Office. Like his brother Ben, also an adviser at Halpin Wealth, he began working in the financial planning industry in 2010 for his father David in the family financial planning business. Patrick started as an Administration Officer before quickly taking on more responsibilities within the business and commenced studying a Diploma of Financial Planning. His qualifications now include a Graduate Diploma of Financial Planning (2020) and a Master of Financial Planning (2023).

Patrick has been with Halpin Wealth for over 5 years and prior to advising clients he held the role of Senior Client Services Officer. He enjoys building strong relationships with his clients and helping them achieve their goals.

When Patrick isn’t spending time with his wife Emily and his two young daughters, he enjoys playing Golf, Disc Golf & Field Hockey. He is a driven and highly competitive individual on and off the sporting field and like many of the Halpin Wealth team supports the Port Adelaide Football club. His sporting career highlights are representing South Australia in Hockey and Golf and having 3 hole in ones in the same year.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Patrick has achieved the following financial planning accreditations:

• Advanced Diploma of Financial Planning;
• Graduate Diploma of Financial Planning; and
• Master of Financial Planning.

Patrick is a member of the Financial Advice Association of Australia (FAAA).

BSc, DipFP, CFP®, GradDipFinPlan

Kathryn joined Halpin Wealth in 2022, and has more than 20 years’ experience in the financial services industry across a number of mid-tier firms in Adelaide.

Kathryn was drawn to financial planning as she loves numbers and people, so blending the two made perfect sense. Kathryn enjoys working with a variety of clients, helping them achieve financial security, and has a strong client-first philosophy.

Spending a good portion of her childhood in the country, Kathryn has a special interest in the agricultural and regional space where she has gained extensive experience working with farming families and advising them on the various financial complexities that are often associated with this sector. Kathryn is also passionate about empowering women to make sound financial decisions and enjoys bringing professional women together to provide a supportive network both professionally and personally.

When she isn’t in work mode Kathryn is busy raising two young boys and spends most weekends supporting them with their various sporting commitments. Very much a people person Kathryn places high importance on catching up with friends but is also more than happy to enjoy some downtime just relaxing with family, bike riding or walking her dog Eddie.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Kathryn has achieved the following financial planning accreditations:

• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
• Graduate Diploma of Financial Planning, Kaplan Professional;
• CERTIFIED FINANCIAL PLANNER®, Financial Advice Association of Australia (FAAA);
• Diploma of Financial Planning, Deakin University; and
• Bachelor of Science (Maths and Computer Science), Adelaide University.

Kathryn is a Member of the Financial Advice Association of Australia (FAAA).

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

MFin(FinPlan)

Nicole is a Provisional Financial Adviser working in Adelaide Office of Halpin Wealth. She is currently undertaking her Professional Year with her training and education being actively supervised by Jane Gun, who is a Partner of Halpin Wealth.

Nicole joined the Halpin Wealth team in 2023 and brings with her experience and knowledge across a broad range of areas within the financial planning sector through previous roles in client service/administration, technical and strategic paraplanning, and most recently as a trainee adviser.
In her free time, Nicole takes immense pleasure in sharing quality moments outdoors with her family. She values these precious hours spent together, cherishing the joy of exploring nature and participating in a variety of outdoor activities. Moreover, one of Nicole’s favourite pastimes is indulging in the delectable culinary offerings from the diverse array of restaurants found throughout the state.

Nicole possesses a profound passion for the realms of food, wine, and fashion. Her ardent interest in these domains motivates her to venture into new culinary experiences, relishing the taste of exquisite wines, and staying up-to-date with the latest trends in the fashion industry.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Nicole is currently undertaking a Master of Business Administration (Finance) and has achieved the following financial planning accreditations:

• Master of Finance (Financial Planning); and
• Bachelor of Applied Finance.

Nicole is a member of the Financial Advice Association of Australia (FAAA).

MBA, Dip FS (FP), GAICD

Andrew is a Partner and also the Chief Executive Officer of Halpin Wealth. Andrew’s career in finance began in 1999, previously he held several senior roles specialising in the field of Information Technology. Prior to joining Halpin in 2016, Andrew held several senior management and executive roles in Adelaide at financial planning and stockbroking businesses.

Andrew has varied interests and roles within the community which include sitting on Not for Profit boards.

Andrew has two young girls and weekends are spent spending as much time as possible with them and watching them in their many interests.

CFP®, DipFP

Located in the Darwin CBD, Brendan has been providing financial advice to hundreds of professional business owners, retirees and high net worth individuals, on wealth creation and protection, for over 25 years.

Brendan commenced his career as a general and life insurance agent in 1987. He was subsequently invited to join an independent, general insurance brokerage as a Partner, to provide personal risk and financial planning advice. Brendan now specialises in more complex personal wealth creation and business succession strategies.

An avid sailor and Offshore Yacht Master, with a passion for offshore racing, he spends much of his spare time cruising and racing yachts locally and internationally. He has also been very active as a volunteer in local sailing, particularly the Darwin Sailing Club, as well as other sailing organisations.

Brendan is active within several charitable organisations, particularly, HPA Disability Services, as a board member.

Other experiences which Brendan has enjoyed are scuba diving, camping, bush walking and mountaineering, having travelled many times in pursuit of these pastimes.

Brendan and his partner Kerri enjoy an active family life with two children, Lucas and Rosie.

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CFP®, AdvDipFP

Prior to joining the Halpin team as a Financial Adviser, Alicia has been involved in the financial services industry since 2012 including working as a Financial Adviser in Darwin since 2016. Alicia emigrated to Darwin from Ireland in 2014 after falling in love with Australia during her studies in Melbourne.

Alicia’s approach to financial planning is to deal with all clients with integrity and compassion. She endeavours to build strong long-lasting client relationships which are established on the foundation of trust. Alicia works with both individual and business clients to develop a clear financial plan, and particularly enjoys helping pre-retirees achieve major milestone goals.

Alicia keeps busy on weekends enjoying the laidback lifestyle that Darwin affords, often enjoying the foodie experience at weekly outdoor markets. She keeps fit with yoga and hiking, and frequently combines the two in her travels.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Alicia has achieved the following financial planning accreditations:

• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
• Kaplan – Ethics and Professionalism in Financial Advice;
• Advanced Diploma in Financial Planning;
• Certified Financial Planner®;
• Kaplan – Self-Managed Superannuation Funds;
• Accredited Listed Products Adviser Program (ALPA);
• Bachelor of Arts in Economics and Sociology (University of Limerick, Ireland); and
• Master of Science in International Management and Global Business (University of Limerick, Ireland).

Alicia is a member of the Financial Advice Association of Australia (FAAA).

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.