Financial Adviser
· MUDGEE, NSW
Allan Brindley
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231646
Allan Brindley is a financial adviser based in Mudgee, New South Wales, with 30 years of experience in the financial services industry. Allan is currently authorised under Interprac Financial Planning 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). Their qualifications include a Bachelor of Economics from The University of Sydney. Allan is a member of Institute of Chartered Accountants.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Economics
The University of Sydney
1990
Chartered Accountant
CA ANZ
2011
Self Managed Superannuation Funds
Kaplan
2017
Accredited Listed Product Adviser Program
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional