About Us

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.

Philosophy

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
  • Securities
  • 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
  • Superannuation

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.

Quick Links

Corporate Values

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Partnership

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.

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Integrity

Treat others as we would like them to treat us. We do as we say.

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Client Focused

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.

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Effectiveness

People and processes doing the right things.

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Efficiency

Doing the right things better: Doing it right the first time.

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Empowerment

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.

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Accountability

To be responsible for our own decisions and actions.

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Accessibility

To be available when and where our clients and team members need us.

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Quality

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.

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Positive Attitude

To focus on positive reinforcement rather than negative criticism when managing and dealing with others.

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Professionalism

We set high standards for ourselves. We deliver on our promises.

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Learning

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.

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Teamwork

Working effectively and co-operatively with others: establishing and maintaining good working relationships.

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Have Fun

To enjoy our work and our relationships with our clients and each other.

Website Disclaimer

Madison Financial Group Pty Ltd, ABN 36 002 459 001, holds an Australian Financial Services Licence (No. 246679).

This site provides information about the financial services and products of Madison Financial Group Pty Ltd and other members of their group and certain other information. This screen contracts the terms upon which you may access this information and by proceeding beyond this screen, you agree to be bound by these terms.

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All information on this website is the property of Madison Financial Group Pty Ltd or its information providers and is protected by applicable copyright and intellectual property laws. All rights reserved. You are entitled to use the Information on this Site for your personal, non-commercial use only.

Any trade marks appearing in this site are the trade marks of the company or a third party. Users must not use or reproduce any of the trade marks that appear on this site.

Users of this site must not:

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Users can print a hard copy of material on this site for their personal use only or to provide that material to their clients other than material where this is prohibited by a notice to that effect in this site.

The information contained in this site is general information only made available to residents of Australia and its territories and New Zealand and is not a recommendation, offer, advice or invitation to purchase, sell or otherwise deal in securities or other investments. You should seek advice from an appropriately qualified professional on whether the information is appropriate for your particular needs, financial situation and investment objectives. Past performance of financial products is no assurance of future performance. The payment of dividends and the return of capital are not guaranteed.

Madison Financial Group Pty Ltd and other member of the Madison Financial Group Pty Ltd are not liable in any way to any entity for any loss, damage, cost, expense or any other harm or detriment incurred as a result of the material contained in this site or from unauthorised access to, or any misuse of this site including, without limitation, any negligence by Madison Financial Group Pty Ltd and other members of the Madison Financial Group Pty Ltd, except as required by law.

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Madison Financial Group Pty Ltd excludes to the full extent permitted by law all liability of whatever kind, in negligence, contract, under fiduciary duties or otherwise, to readers or anyone else in respect of any loss or damage (including without limitation indirect or consequential loss or damage) arising from or in connection with any use of the information on or accessed through this website.

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Madison Financial Group Pty Ltd will use best efforts to provide access to this site on a 24 hour basis. However, there may be an interruption to the service to facilitate the site’s maintenance or for any other reasons. Madison Financial Group Pty Ltd will not be liable to any person for interruptions to the service for any reason.

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If we waive any rights available under these terms this does not mean that those rights will automatically be waived on any other occasion.

If any part of this disclaimer is held to be invalid, unenforceable or illegal for any reason, the remaining parts of the disclaimer shall nevertheless continue in full force.

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