About Us

Our Philosophy

We believe that ensuring our clients understand their financial position and the various options available, will empower them to make sensible choices so that their lifetime financial objectives will be reached.

We believe that if we help our clients get what they want first, then our business will prosper.

Who We Are

Peter Mullens & Associates Pty Ltd

Peter Mullens and Associates Pty Ltd is owned by Peter Mullens. Peter is a Certified Financial Planner (CFP). He commenced in the industry in 1970 as an Insurance and Superannuation Consultant. He formed Peter Mullens and Associates Pty Ltd in 1977 as a boutique Insurance and Superannuation business providing advice to a wide range of clients.

In 1978 Peter broadened the business by providing investment advice. Over the years it developed into a full service financial planning practice with the objective of providing a range of wealth creation, wealth management and wealth protection services to its clients. While Peter deals with a broad range of clients at different stages in their life cycle he specialises in developing retirement strategies particularly through the effective use of Self Managed Super Funds for high net worth clients.

 

Ballantyne Financial Services

Ballantyne Financial Services is owned by John Francis. John is a qualified financial planner with over 10 years experience in the financial services industry. He is knowledgeable in all areas of financial planning, specializing in building wealth through tax-effective investing, superannuation and retirement planning and personal and corporate insurance.

 

Subsequent Expansion

The Halcyon team has continued to grow in recent years with Phil Clinton and Vivienne James having joined us.

 

Our Name

Halcyon is a term that originates from the Greek Myth of Alcyone. It is often used to mean ‘golden’ or ‘marked by peace and prosperity’. Peter and John thought it was an appropriate name for the business, given our goal of providing our clients with financial plans that aim to ensure their prosperity into the future.

 

Us and Our Dealer Group

Halcyon Wealth Advisers Pty Ltd is a Corporate Authorised Representative of Madison Financial Group, which holds a Financial Services License.  This authorises the Advisers / Authorised Representatives of our Practice to give advice.  Madison was founded in 1983 by advisers with the aim of creating a community of professional advice businesses underpinned by entrepreneurial and innovative thinking.  In April 2018, Madison was acquired by Sargon.

Our Practice has been built on a culture of quality technical and personal advice and client service. This is important to our clients and as a result our Practice has developed largely as a result of referrals from our clients and also from others in the industry who hold our advisers in high regard

Our Dealer Group

Madison was founded in 1983 by advisers with the aim of creating a community of professional advice businesses underpinned by entrepreneurial and innovative thinking.

In April 2018, Madison was acquired by Sargon.

Sargon is a privately owned company, backed by significant global investors. Operating in Australia, New Zealand and Hong Kong.

Sargon provides a dynamic response to the regulatory complexity and cumbersome systems that hinder growth and burden much of the retirement and investment industry in Australia.

Sargon operates to build better financial infrastructure, so advisers and clients can focus on what matters most: building a better future.

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.

Our FSG is in two parts – the main body and an individual Adviser Profile. Please click on the relevant links 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.

General Advice Disclaimer

This document / email and its contents are general in nature and do not constitute or convey personal advice. It has been prepared without consideration of anyone’s financial situation, needs or financial objectives. Formal advice should be sought before acting on the areas discussed. This document / email is a private communication and is not intended for public circulation other than to authorised representatives of the Madison Financial Group and their clients. The authors and distributors of this document accept no liability for any loss or damage suffered by any person as a result of that person, or any other person, placing any reliance on the contents of this document.

If you are not the intended recipient be advised that you have received this email in error and that any use, dissemination, forwarding, printing or copying of this document and its contents is strictly prohibited. If you have received this email / document in error please destroy the original transmission (including any attachments) and immediately notify the sender by reply email or telephone using the phone number in the footer of the email you received.