Hillross

HAL11923_BW_Kurt
Kurt Haller
Managing Director / Certified Financial Planner

I help clients build and protect their wealth with my key areas of expertise being wealth accumulation, retirement planning and superannuation, especially the investment and taxation considerations of those areas.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Bachelor of Commerce
  • Diploma in Financial Planning
  • Commissioner for Declarations

Areas of
Expertise

Retirement
Superannuation
Transition to retirement
Wealth creation

I am the Managing Director of Hallerwealth and have been an integral part of the business since 1988.

I specialise in retirement planning strategies.

I’m a firm believer in education. I am a Certified Financial Planner with the Financial Planning Association (FPA).  My qualifications include a Bachelor of Commerce from James Cook University and a Diploma in Financial Planning and I am also a Commissioner for Declarations.


Kurt's ideas of Financial Freedom