Financial Adviser
· SYDNEY, NSW
Alexander Luke Allenby
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270939
Alexander Luke Allenby is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Alexander is currently authorised under Perpetual Trustee Company Limited. Alexander holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Wollongong. Alexander is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce
University of Wollongong
2017
Diploma of Financial Planning
Kaplan Education
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Securities: class of product only. Not authorised to provide SMSF advice.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only. Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register