Hillross

_0128153
Hallerwealth Ayr & Townsville
Est 1969
15 Queen Street Ayr QLD 4807
Hallerwealth provides financial advice and service to ensure that your Retirement dreams are made reality. Our 49 years of experience and knowledge will help you to plan your future and live your retirement safe in the knowledge that your financial future is secure.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planners
  • Financial Planning Association
  • Ayr Chamber of Commerce
  • Townsville Chamber of Commerce
  • Commissioner for Declarations

Areas of
Expertise

Investments
Retirement
Superannuation
Transition to retirement
Wealth creation

Hallerwealth, previously The Haller Group, has been synonymous with the provision of quality Financial Services in the North Queensland region for over 4 decades. Wayne Haller established the business in 1969 and quickly became one of AMP’s top performers, building up the practice in the Burdekin and Townsville regions. In 1988, son, Kurt Haller, joined the business and together they have built a business based on strong family values providing quality trusted financial advice.

Since our business was established in 1969, we’ve been recognised as a high quality business with outstanding advisers who you can trust. In 2003 and 2008 we were named the Hillross Advisory Firm of the Year. This award recognises the very high levels of professionalism, business efficiency, customer service and wealth management expertise that we consistently achieve and aim to surpass.

Charities we support: NQ Palliative Care QLD, Cerebral Palsy Foundation, Smiling for Smiddy (Cancer research and support services) Townsville to Cairns Bike Ride (Children’s Cancer Institute Australia) & The Royal Flying Doctor Service.


Meet our team

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Kurt Haller
Managing Director / Certified Financial Planner

I help clients build and protect their wealth with my key areas of expertise being…

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Nicholas Verhoeven
Certified Financial Planner

I have been a Financial Planner with hallerwealth since 2000. Prior to this I…

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Jodie McLeod
Practice Manager
Jodie is our Practice Manager and has worked in the financial planning industry for…
Jodie is our Practice Manager and has worked in the financial planning industry for over 20 years. Jodie is responsible for the management and marketing duties for Hallerwealth. Jodie’s previous experience as a Client Service Manager and Marketing Manager has enabled her to gain extensive knowledge within the financial planning industry and is committed to building strong, rewarding relationships with our clients. “We are so passionate about helping people. There is no bigger reward than to see our clients…our friends and family…achieving their idea of financial freedom”.
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Ashleigh Travers-Jones
Client Service Manager
Ashleigh began working at Hallerwealth in 2011 after completing High School and holds…
Ashleigh began working at Hallerwealth in 2011 after completing High School and holds a Diploma of Financial Services (Financial Planning). Ashleigh loves building strong and rewarding relationships with our clients and helping them achieve their idea of financial freedom.
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Kirsten Bailey
Client Service Manager
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Taiya Kilcullen
Reception
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Darcy Bailey
Reception
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Sarah MacElroy
Strategy and Advice Development
Sarah began working at Hallerwealth in 2007 after completing High School and holds a…
Sarah began working at Hallerwealth in 2007 after completing High School and holds a Diploma of Financial Services (Financial Planning). Sarah has over a decade of experience in the industry and has worked as a Client Service Manager, where she found her passion for helping clients and gained a great deal of knowledge which enabled her to move into a paraplanning role. Sarah assists the Financial Advisers with Strategy and Advice Development. Sarah is currently on maternity leave and looks forward to returning in 2019.
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Alice Searle
Strategy and Advice Development
Alice began working at Hallerwealth in 2014 after completing her Commerce degree at…
Alice began working at Hallerwealth in 2014 after completing her Commerce degree at James Cook University, majoring in Accounting and Finance. Alice has also completed an Advanced Diploma in Financial Services (Financial Planning) and has recently moved from Client Service Manager into paraplanning where she assists the Financial Advisers in Strategy and Advice Development. Alice is currently on maternity leave and looks forward to returning in 2019.
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SHARON
Sharon Stockham
Accounts Clerk
Sharon joined Hallerwealth in 1997 in Reception and Client Service roles. Since…
Sharon joined Hallerwealth in 1997 in Reception and Client Service roles. Since having her family, Sharon returned to Hallerwealth in her current role as Accounts Clerk.