Financial Adviser
· NEWSTEAD, QLD
Allan Athol Meincke
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000415389
Allan Athol Meincke is a financial adviser based in Newstead, Queensland, with 15 years of experience in the financial services industry. Allan is currently authorised under You Only Get One Life 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 Graduate Diploma of Financial Planning from Kaplan. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2012
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan
2012
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2012
Margin Lending
Kaplan
2015
TASA and TPB Code of Professional Conduct
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
MDA services are 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