Launch

Halcyon Wealth Advisers was launched to our clients in October 2007. It was the result of the merger of Peter Mullens and Associates Pty Ltd and Ballantyne Financial Services Pty Ltd.

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.

Clapson's Financial Services & Ballantyne Financial Services

In January 2004 Peter Mullens and Associates Pty Ltd purchased a small financial planning practice, Clapson's Financial Services. Paul Clapson is now employed by Halcyon Wealth Advisers as a financial planner and continues to offer his clients the quality of service and professional advice as he had previously done.

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.

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. A group of like minded Advisers established Madison Financial Group in 1983. Advisers and Directors within the group still own it today, maintaining the high standards of service and technical know-how that comes with many years of experience. Importantly, our Advisers are not committed to place funds with any one financial organisation, as no external financial product provider holds equity in Madison.

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 Peter, John and Paul in high regard.