Financial Adviser · THIRROUL, NSW

Michael Robert Allen

33 Years experience
Tax advice
authorised
ASIC Registered · ADV 000330716

Michael Robert Allen is a financial adviser based in Thirroul, New South Wales, with 33 years of experience in the financial services industry. Michael is currently authorised under Ri Advice Group Pty Ltd. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Michael is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)

Registration History

Feb 2021 - Present Current
Oct 2008 - Feb 2021 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register