Financial Adviser · CHARLESTOWN, NSW

Allan Gregory Dowsett

37 Years experience

Tax advice
authorised

Currently at

Belmont, NSW

View firm profile

ASIC Registered · ADV 000247582

Allan Gregory Dowsett is a financial adviser based in Charlestown, New South Wales, with 37 years of experience in the financial services industry. Allan is currently authorised under Shartru Wealth Management Pty Ltd. Allan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Allan holds a Industry Standard Education from - Financial Planning Association of Australia (FPA). Allan is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: SMSF Excluded

Authorised to provide tax financial advice services

Qualifications and Training

1997

Industry Standard Education

- Financial Planning Association of Australia (FPA)

Registration History

Shartru Wealth Management Pty Ltd

Jul 2020 - Present Current

SMSF Excluded

Hillross Financial Services Limited

Jan 2004 - Jul 2020 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register