About Me
Halle Yilmaz
Senior Financial Adviser and Business Consultant
Halle is a senior financial adviser and business consultant based in Melbourne, known for her direct and impactful financial guidance and business management advice. As an experienced lecturer, she has shared her expertise with students in Bachelor’s and Master’s programs at institutions such as RMIT University and has contributed to curriculum development for Master of Financial Planning students at a leading Australian business school. Additionally, Halle has mentored through Small Business Victoria’s program for over four years.
Specializing in working with medical practitioners, small business owners, families, and individuals, Halle provides practical, values-based advice to help clients achieve their financial goals and aspirations. She offers solutions that support smart financial choices, business growth, asset protection, and wealth preservation.
Halle’s extensive studies in philosophy, human behaviour, and business have enriched her understanding and expertise. Her credentials include:
• Master of Finance
• Master of International Business
• Bachelor of Economics
• Advanced Diploma of Financial Planning • Certificate in SMSF
• Certificate in Reverse Mortgage
Over the years, she has published two theses, a research paper, and six eBooks. Passionate about education, Halle tutors Master of Financial Planning students across Australia at Kaplan Professional and provides invaluable guidance to her diverse client base.
Born in Turkey and arriving in Australia in 2000, Halle has dedicated herself to working with multicultural communities and businesses. Her early commitment to family business has shaped her understanding of business owners' needs and fuelled her passion for personal and professional growth. She has been consulting small and family business owners and has personally mentored over 180 Melbourne-based entrepreneurs since 2015, demonstrating her dedication to supporting local businesses.
With over two decades of experience in financial services, including roles at global organizations like AXA Australia and AIG, Halle’s diverse background has earned her respect for her optimism and results-driven approach. She is also a non-executive director of the Association of Independently Owned Financial Professionals (AIOFP), reflecting her commitment to industry excellence.
Halle’s mission is to deliver outstanding results for her clients while upholding the highest ethical standards. As a direct and clear communicator, she helps clients grasp their business goals and personal finances, guiding them with essential strategies and mindsets for success.