Warren Halfpenny

Associate Partner


Warren has worked in the banking and financial services industry for more than 30 years. His expertise in retirement planning, wealth creation and protection, and superannuation has allowed clients to manage their long-term financial objectives and realise their goals in life.

He naturally gravitated towards financial planning to help enable, guide, and advise on the choices that impact people’s lives. Today, Warren prides himself on customer focused leadership and is passionate about improving people’s lives through the difference that quality financial advice can provide.

Warren has an Advanced Diploma in Financial Planning and a Diploma of Financial Services as well as being a registered Tax (Financial) Adviser under the Tax Agents Services Act 2009.

My Specialities

Wealth Management
Office Location
Findex Adelaide
Level 23, 91 King William Street
Adelaide, South Australia 5000
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