Financial Adviser
· WAGGA WAGGA, NSW
Jonah Allen
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001305055
Jonah Allen is a financial adviser based in Wagga Wagga, New South Wales, with 1 year of experience in the financial services industry. Jonah is currently authorised under Lifespan Financial Planning Pty Ltd. Jonah 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 Business (Finance/Financial Planning) from Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2022
Bachelor of Business (Finance/Financial Planning)
Charles Sturt University
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Self Managed Superanuation Funds
Kaplan