Who We Are
Halcyon Wealth Advisers was started in 2007 by Peter Mullens and John Francis. Halcyon is a term meaning ‘golden’ or ‘marked by peace and prosperity’ and symbolises their joint goal of providing clients with financial plans that ensure their prosperity into the future.
Peter started his career in insurance and superannuation and John has a broad range of skills and knowledge in financial planning. Over 17 years they grew a highly regarded full-service financial advisory business providing a range of wealth creation, wealth management and wealth protection services to their clients.
The recent merger with Principle Advisers, another Sydney based Advisory business, has created a partnership that will take the business into the future and enable the advisers to deliver an exceptional client experience though scale, the integration of technology and the adoption of robust systems and processes.
Future acquisitions (including that of McGrath Financial Services) and growth will allow Halcyon Wealth Advisers to continue their commitment to providing an exceptional client experience. Sean McGrath and Timothy Cummins have recently joined the adviser team and the administration support continues to expand as well. All advisers are CFP® qualified and members of the Financial Planning Association of Australia.
With offices in North Sydney and Norwest Halcyon Wealth Advisers are set up for the complex decade ahead and are well positioned to provide clients with outstanding advice now and into the future, post Royal Commission and Covid 19.
We believe that ensuring our clients understand their financial position and the various options available will empower them to make sensible choices in order to reach their lifetime financial objectives.
Our Dealer Group
Madison Financial Group is an Australian Financial Services Licensee, providing licensee services and support to our business.
Madison was founded in 1983 by financial advisers with the aim of creating a community of professional advice businesses underpinned by entrepreneurial and innovative thinking. Their purpose is to lead and foster a community of professional, qualified business owners/advisers who provide quality advice with great care to their clients. As a result, their licensee proposition embeds a culture of self-governance and commercial business growth.
Madison is licensed under the Corporations Act 2001 (Cth) to provide financial product advice, and to deal, in relation to the following financial products:
- Basic Deposit Products
- Non-Basic Deposit Products
- Government Debentures, Stocks and Bonds
- Life Insurance Investment Products
- Life Insurance Risk Products
- Managed Investments
- Managed Discretionary Account Services
- Retirement Savings Accounts Products
- Standard Margin Lending Facility
Together with us, Madison is responsible for the services and advice we provide to you in our capacity as your Financial Adviser, under our authorisation as an Authorised Representative of Madison.
Madison is a wholly owned subsidiary of Clime Investment Management Ltd, ABN 37 067 185 899. Clime Investment Management Ltd (ASX: CIW) is a publicly listed financial services group.
Financial Services Guide
The Financial Services Guide (FSG) is an important document that outlines the types of products and services the advisers of Halcyon Wealth Advisers Pty Ltd are authorised to provide under our licensee, Madison Financial Group (Australian Financial Services Licence No.246679).
The purpose of the FSG is to provide you with information, prior to a financial service being provided, about:
Who the adviser is providing the service;
What services the Adviser is authorised to provide under the Madison AFS licence;
Details of who the adviser acts for in providing the service;
How we and our associates are paid;
Any potential conflict of interest we may have; and
Our internal and external dispute resolution procedures and how you can assess them.
Please click on the link below to view our FSG in PDF format.
To partner with our clients and suppliers (fund managers, insurance companies, stockbrokers and researchers etc) to deliver first class service and advice for our clients.
Treat others as we would like them to treat us. We do as we say.
Making clients and their needs a primary focus of our actions and decisions. To be passionate about servicing our clients and acting in their best interests. Value each client contact and continually look for better ways to service the needs of our clients.
People and processes doing the right things.
Doing the right things better: Doing it right the first time.
To have the authority to make decisions that enables us to properly discharge our roles at Halcyon Wealth Advisers Pty Ltd. To take ownership to go the extra mile for the client.
To be responsible for our own decisions and actions.
To be available when and where our clients and team members need us.
To perform tasks at a level consistent and in line with best practice and in a manner that enhances the reputation of Halcyon Wealth Advisers Pty Ltd.
To focus on positive reinforcement rather than negative criticism when managing and dealing with others.
We set high standards for ourselves. We deliver on our promises.
We value learning and encourage our people to grow and excel. We also learn from our mistakes and talk openly about how we can improve based on the lessons we have learned.
Working effectively and co-operatively with others: establishing and maintaining good working relationships.
To enjoy our work and our relationships with our clients and each other.
Madison Financial Group Pty Ltd, ABN 36 002 459 001, holds an Australian Financial Services Licence (No. 246679).
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